+1,290.2%
AAOI vs DAL
+97.5%
+1,192.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.9% |
| 7D | +2.9% | -0.6% | +3.5% | +3.3% |
| 30D | -23.1% | -13.5% | -9.6% | -15.4% |
| 3M | -41.0% | +2.6% | -43.6% | -42.3% |
| 6M | -14.3% | +32.7% | -47.0% | -32.8% |
| YTD | +196.3% | +13.6% | +182.7% | +149.7% |
| 1Y | +272.6% | +28.8% | +243.8% | +186.6% |
| 3Y | +775.3% | +98.2% | +677.2% | +386.7% |
| 5Y | +1,290.2% | +105.9% | +1,184.2% | +581.7% |
| All | +1,290.2% | +97.5% | +1,192.7% | +581.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling