+1,290.2%
AAOI vs D
+3.9%
+1,286.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.3% |
| 7D | +2.9% | -1.6% | +4.5% | +2.7% |
| 30D | -23.1% | -3.5% | -19.6% | -23.4% |
| 3M | -41.0% | -1.6% | -39.4% | -41.1% |
| 6M | -14.3% | +5.8% | -20.1% | -14.0% |
| YTD | +196.3% | +14.5% | +181.8% | +198.8% |
| 1Y | +272.6% | +14.2% | +258.5% | +276.2% |
| 3Y | +775.3% | +59.0% | +716.3% | +774.2% |
| 5Y | +1,290.2% | +5.4% | +1,284.8% | +1,259.8% |
| All | +1,290.2% | +3.9% | +1,286.3% | +1,259.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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