+824.8%
AAOI vs DASH
-18.7%
+843.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | 0.0% | +15.6% | +15.6% |
| 7D | -5.8% | -10.2% | +4.5% | -0.1% |
| 30D | -44.5% | -8.2% | -36.3% | -42.6% |
| 3M | -58.4% | -15.9% | -42.5% | -55.6% |
| 6M | -69.8% | +13.3% | -83.1% | -72.8% |
| YTD | +60.2% | -21.3% | +81.5% | +69.8% |
| 1Y | +135.2% | -11.1% | +146.3% | +132.0% |
| 3Y | +496.5% | +103.8% | +392.7% | +331.9% |
| 5Y | +824.8% | -21.6% | +846.5% | +696.7% |
| All | +824.8% | -18.7% | +843.5% | +696.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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