+1,314.2%
AAOI vs DIA
+64.3%
+1,249.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | -0.1% |
| 7D | -0.2% | -1.6% | +1.4% | +3.3% |
| 30D | -23.7% | -2.0% | -21.7% | -20.7% |
| 3M | -39.0% | +3.6% | -42.6% | -43.3% |
| 6M | -17.0% | +11.5% | -28.6% | -33.7% |
| YTD | +202.2% | +10.4% | +191.9% | +143.6% |
| 1Y | +292.4% | +15.6% | +276.8% | +193.1% |
| 3Y | +804.4% | +58.9% | +745.5% | +346.0% |
| All | +1,314.2% | +64.3% | +1,249.9% | +565.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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