+352.5%
AAOI vs CARR
-3.6%
+356.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CARR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.1% | +4.2% |
| 7D | -0.7% | +1.6% | -2.2% | -2.0% |
| 30D | -17.9% | -8.7% | -9.2% | -11.0% |
| 3M | -48.0% | -12.6% | -35.4% | -41.7% |
| 6M | +5.8% | -1.5% | +7.4% | +5.9% |
| YTD | +202.7% | +14.3% | +188.4% | +172.7% |
| 1Y | +352.5% | -4.6% | +357.1% | +354.5% |
| All | +352.5% | -3.6% | +356.1% | +354.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CARR.
Daily Out/Under-Performance
Portfolio return minus CARR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CARR 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 1y: compounded portfolio wealth divided by compounded CARR 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…
1y analysis · Full analysis span regression · 6 months rolling