+983.6%
AAOI vs DIA
+344.2%
+639.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.2% |
| 7D | +4.7% | -1.2% | +5.9% | +6.3% |
| 30D | -18.7% | -2.7% | -16.0% | -15.9% |
| 3M | -33.7% | +3.3% | -37.0% | -36.6% |
| 6M | -2.4% | +10.4% | -12.9% | -14.0% |
| YTD | +209.6% | +10.0% | +199.6% | +172.8% |
| 1Y | +355.0% | +16.2% | +338.8% | +277.9% |
| 3Y | +814.7% | +58.7% | +755.9% | +476.2% |
| 5Y | +1,298.1% | +63.6% | +1,234.5% | +762.1% |
| 10Y | +449.8% | +251.0% | +198.8% | +26.1% |
| All | +983.6% | +344.2% | +639.5% | +97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling