+804.4%
AAOI vs ADI
+121.1%
+683.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.9% | -2.8% | -4.5% |
| 7D | -0.2% | +4.6% | -4.7% | -6.1% |
| 30D | -23.7% | -1.2% | -22.5% | -21.6% |
| 3M | -39.0% | -7.8% | -31.2% | -29.3% |
| 6M | -17.0% | +19.3% | -36.4% | -32.6% |
| YTD | +202.2% | +40.9% | +161.3% | +94.3% |
| 1Y | +292.4% | +54.5% | +237.9% | +127.3% |
| 3Y | +804.4% | +123.4% | +680.9% | +226.4% |
| All | +804.4% | +121.1% | +683.3% | +226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ADI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling