+1,184.9%
AAOI vs DOCS
-41.2%
+1,226.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | +4.7% | -8.1% | +12.7% | +7.4% |
| 30D | -18.7% | -5.6% | -13.1% | -18.4% |
| 3M | -33.7% | +18.3% | -52.0% | -40.1% |
| 6M | -2.4% | -5.1% | +2.7% | -7.1% |
| YTD | +209.6% | -45.4% | +255.0% | +258.2% |
| 1Y | +355.0% | -65.2% | +420.2% | +536.5% |
| 3Y | +814.7% | +6.6% | +808.1% | +770.2% |
| 5Y | +1,298.1% | -76.1% | +1,374.2% | +1,552.1% |
| All | +1,184.9% | -41.2% | +1,226.1% | +1,371.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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