+683.9%
AAOI vs DOW
-17.0%
+700.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +3.1% |
| 7D | -0.2% | -1.4% | +1.2% | +0.5% |
| 30D | -23.7% | -3.9% | -19.8% | -22.0% |
| 3M | -39.0% | -12.7% | -26.3% | -35.5% |
| 6M | -17.0% | -13.7% | -3.4% | -12.5% |
| YTD | +202.2% | +28.4% | +173.9% | +155.0% |
| 1Y | +292.4% | +21.8% | +270.6% | +241.3% |
| 3Y | +804.4% | -35.7% | +840.1% | +978.8% |
| 5Y | +1,318.0% | -36.8% | +1,354.9% | +1,574.4% |
| All | +683.9% | -17.0% | +700.9% | +607.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling