+416.0%
AAOI vs DAL
+141.7%
+274.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.0% |
| 7D | -0.2% | -0.3% | +0.2% | 0.0% |
| 30D | -23.7% | -11.1% | -12.6% | -19.4% |
| 3M | -39.0% | -2.1% | -36.9% | -38.4% |
| 6M | -17.0% | +35.8% | -52.9% | -30.2% |
| YTD | +202.2% | +16.0% | +186.2% | +167.9% |
| 1Y | +292.4% | +33.7% | +258.7% | +226.3% |
| 3Y | +804.4% | +102.3% | +702.1% | +540.3% |
| 5Y | +1,318.0% | +110.3% | +1,207.7% | +871.5% |
| All | +416.0% | +141.7% | +274.2% | +246.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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