+957.8%
AAOI vs EMB
+58.0%
+899.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.2% |
| 7D | -0.2% | -1.2% | +1.0% | +2.3% |
| 30D | -23.7% | -1.3% | -22.4% | -21.9% |
| 3M | -39.0% | -1.8% | -37.2% | -36.4% |
| 6M | -17.0% | +0.2% | -17.2% | -15.8% |
| YTD | +202.2% | +0.4% | +201.9% | +205.1% |
| 1Y | +292.4% | +2.8% | +289.6% | +281.2% |
| 3Y | +804.4% | +29.1% | +775.2% | +518.1% |
| 5Y | +1,318.0% | +6.3% | +1,311.8% | +1,227.3% |
| 10Y | +436.7% | +29.6% | +407.1% | +290.3% |
| All | +957.8% | +58.0% | +899.8% | +547.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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