+700.0%
AAOI vs GLDM
+115.4%
+584.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.6% | -4.6% | -5.1% |
| 7D | -24.5% | +2.9% | -27.3% | -26.5% |
| 30D | -55.9% | -3.9% | -52.0% | -54.3% |
| 3M | -63.6% | -8.1% | -55.5% | -60.9% |
| 6M | -67.6% | -14.7% | -52.9% | -63.1% |
| YTD | +38.6% | -6.6% | +45.2% | +46.8% |
| 1Y | +90.1% | -2.1% | +92.1% | +94.9% |
| 3Y | +416.0% | +107.7% | +308.3% | +149.7% |
| All | +700.0% | +115.4% | +584.6% | +276.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 5y: compounded portfolio wealth divided by compounded GLDM 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…
5y analysis · Full analysis span regression · 6 months rolling