+983.6%
AAOI vs DIS
+83.6%
+900.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.7% |
| 7D | +4.7% | -3.5% | +8.2% | +7.0% |
| 30D | -18.7% | +1.0% | -19.7% | -19.8% |
| 3M | -33.7% | +5.7% | -39.4% | -37.8% |
| 6M | -2.4% | +3.3% | -5.7% | -8.2% |
| YTD | +209.6% | -7.7% | +217.3% | +210.7% |
| 1Y | +355.0% | -10.0% | +365.0% | +366.7% |
| 3Y | +814.7% | +31.7% | +782.9% | +644.5% |
| 5Y | +1,298.1% | -42.2% | +1,340.3% | +1,687.0% |
| 10Y | +449.8% | +22.3% | +427.5% | +300.6% |
| All | +983.6% | +83.6% | +900.0% | +527.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling