+983.6%
AAOI vs ALL
+548.9%
+434.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.3% | -3.3% |
| 7D | +4.7% | -2.2% | +6.9% | +5.2% |
| 30D | -18.7% | -5.6% | -13.2% | -17.7% |
| 3M | -33.7% | +17.2% | -51.0% | -38.5% |
| 6M | -2.4% | +23.2% | -25.7% | -12.3% |
| YTD | +209.6% | +23.6% | +186.0% | +174.5% |
| 1Y | +355.0% | +29.2% | +325.9% | +290.8% |
| 3Y | +814.7% | +153.8% | +660.8% | +471.3% |
| 5Y | +1,298.1% | +116.1% | +1,182.0% | +803.2% |
| 10Y | +449.8% | +364.8% | +85.0% | +103.3% |
| All | +983.6% | +548.9% | +434.7% | +218.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 all: compounded portfolio wealth divided by compounded ALL 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…
all analysis · Full analysis span regression · 6 months rolling