+48.8%
AAOI vs DLTR
+35.0%
+13.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -6.2% | -14.7% | -24.3% |
| 7D | -40.8% | +4.5% | -45.3% | -38.7% |
| 30D | -64.0% | +18.7% | -82.7% | -59.3% |
| 3M | -63.5% | +7.1% | -70.7% | -60.7% |
| 6M | -74.0% | +47.2% | -121.3% | -67.1% |
| YTD | +34.5% | +12.1% | +22.4% | +63.3% |
| 1Y | +48.8% | +31.5% | +17.3% | +45.4% |
| All | +48.8% | +35.0% | +13.8% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling