+804.4%
AAOI vs DOW
-36.3%
+840.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +3.4% |
| 7D | -0.2% | -1.4% | +1.2% | +0.7% |
| 30D | -23.7% | -3.9% | -19.8% | -21.6% |
| 3M | -39.0% | -12.7% | -26.3% | -34.3% |
| 6M | -17.0% | -13.7% | -3.4% | -11.3% |
| YTD | +202.2% | +28.4% | +173.9% | +136.0% |
| 1Y | +292.4% | +21.8% | +270.6% | +219.3% |
| 3Y | +804.4% | -35.7% | +840.1% | +1,036.6% |
| All | +804.4% | -36.3% | +840.6% | +1,036.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling