+416.0%
AAOI vs DIS
+25.8%
+390.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.6% |
| 7D | -0.2% | +1.2% | -1.3% | -0.9% |
| 30D | -23.7% | +3.2% | -26.9% | -25.8% |
| 3M | -39.0% | +7.0% | -46.0% | -43.1% |
| 6M | -17.0% | +6.4% | -23.5% | -23.4% |
| YTD | +202.2% | -5.6% | +207.9% | +199.1% |
| 1Y | +292.4% | -7.7% | +300.1% | +296.9% |
| 3Y | +804.4% | +33.2% | +771.2% | +632.6% |
| 5Y | +1,318.0% | -40.3% | +1,358.3% | +1,628.0% |
| All | +416.0% | +25.8% | +390.2% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 10y: compounded portfolio wealth divided by compounded DIS 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…
10y analysis · Full analysis span regression · 6 months rolling