+983.6%
AAOI vs DRI
+658.7%
+324.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.7% |
| 7D | +4.7% | -4.8% | +9.5% | +6.5% |
| 30D | -18.7% | -3.9% | -14.8% | -17.7% |
| 3M | -33.7% | +5.1% | -38.8% | -35.7% |
| 6M | -2.4% | +5.5% | -7.9% | -6.4% |
| YTD | +209.6% | +16.5% | +193.1% | +182.4% |
| 1Y | +355.0% | +2.0% | +353.0% | +337.5% |
| 3Y | +814.7% | +54.5% | +760.2% | +655.9% |
| 5Y | +1,298.1% | +66.6% | +1,231.5% | +1,008.5% |
| 10Y | +449.8% | +353.6% | +96.2% | +164.0% |
| All | +983.6% | +658.7% | +324.9% | +333.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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