+352.5%
AAOI vs DOW
+30.0%
+322.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.0% | +8.2% | +6.7% |
| 7D | -0.7% | -2.4% | +1.7% | +0.4% |
| 30D | -17.9% | +0.4% | -18.3% | -18.2% |
| 3M | -48.0% | -14.4% | -33.6% | -42.8% |
| 6M | +5.8% | -7.0% | +12.8% | +9.2% |
| YTD | +202.7% | +30.2% | +172.5% | +150.1% |
| 1Y | +352.5% | +29.2% | +323.3% | +254.0% |
| All | +352.5% | +30.0% | +322.5% | +254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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