+416.0%
AAOI vs EEM
+133.3%
+282.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.8% | +0.2% |
| 7D | -0.2% | -1.3% | +1.1% | +1.7% |
| 30D | -23.7% | +2.1% | -25.8% | -25.2% |
| 3M | -39.0% | +1.0% | -40.0% | -36.7% |
| 6M | -17.0% | +15.9% | -33.0% | -26.8% |
| YTD | +202.2% | +24.6% | +177.6% | +144.5% |
| 1Y | +292.4% | +32.3% | +260.1% | +202.2% |
| 3Y | +804.4% | +85.9% | +718.5% | +404.3% |
| 5Y | +1,318.0% | +45.4% | +1,272.7% | +938.2% |
| All | +416.0% | +133.3% | +282.7% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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