+1,020.0%
AAOI vs DAL
+286.0%
+734.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.4% |
| 7D | +7.9% | +3.4% | +4.5% | +6.2% |
| 30D | -17.8% | -13.6% | -4.2% | -12.1% |
| 3M | -43.3% | +1.2% | -44.5% | -44.1% |
| 6M | +16.7% | +34.5% | -17.8% | -0.9% |
| YTD | +220.0% | +14.7% | +205.3% | +186.2% |
| 1Y | +372.1% | +29.2% | +342.8% | +301.6% |
| 3Y | +845.3% | +100.0% | +745.4% | +581.7% |
| 5Y | +1,333.8% | +106.3% | +1,227.5% | +899.6% |
| 10Y | +457.2% | +126.4% | +330.8% | +249.7% |
| All | +1,020.0% | +286.0% | +734.0% | +581.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling