+1,314.2%
AAOI vs CIFR
+25.9%
+1,288.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.7% | -3.7% | +0.4% |
| 7D | -0.2% | -5.0% | +4.9% | +1.3% |
| 30D | -23.7% | -5.7% | -18.0% | -22.4% |
| 3M | -39.0% | -25.5% | -13.5% | -34.9% |
| 6M | -17.0% | +19.4% | -36.5% | -22.2% |
| YTD | +202.2% | +14.2% | +188.1% | +180.9% |
| 1Y | +292.4% | +69.0% | +223.4% | +222.6% |
| 3Y | +804.4% | +503.9% | +300.4% | +388.6% |
| All | +1,314.2% | +25.9% | +1,288.3% | +534.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 5y: compounded portfolio wealth divided by compounded CIFR 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…
5y analysis · Full analysis span regression · 6 months rolling