+1,290.2%
AAOI vs DIS
-41.4%
+1,331.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -5.9% | -5.5% |
| 7D | +2.9% | -1.3% | +4.1% | +3.7% |
| 30D | -23.1% | +2.2% | -25.3% | -25.2% |
| 3M | -41.0% | +8.1% | -49.2% | -46.4% |
| 6M | -14.3% | +5.2% | -19.5% | -21.9% |
| YTD | +196.3% | -6.3% | +202.6% | +194.3% |
| 1Y | +272.6% | -7.3% | +279.9% | +276.3% |
| 3Y | +775.3% | +33.8% | +741.6% | +540.1% |
| 5Y | +1,290.2% | -40.7% | +1,330.9% | +1,280.1% |
| All | +1,290.2% | -41.4% | +1,331.6% | +1,280.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling