+416.0%
AAOI vs CB
+225.8%
+190.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | -23.7% | -1.2% | -22.5% | -23.7% |
| 3M | -39.0% | +3.8% | -42.8% | -39.6% |
| 6M | -17.0% | +5.8% | -22.8% | -18.3% |
| YTD | +202.2% | +9.4% | +192.9% | +195.1% |
| 1Y | +292.4% | +20.7% | +271.7% | +274.3% |
| 3Y | +804.4% | +70.1% | +734.3% | +690.9% |
| 5Y | +1,318.0% | +101.4% | +1,216.7% | +1,038.4% |
| All | +416.0% | +225.8% | +190.2% | +253.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling