+1,298.1%
AAOI vs GLDM
+143.2%
+1,154.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.2% | -3.9% |
| 7D | +4.7% | +0.2% | +4.5% | +4.3% |
| 30D | -18.7% | +0.3% | -19.0% | -19.1% |
| 3M | -33.7% | +3.3% | -37.0% | -35.5% |
| 6M | -2.4% | -14.5% | +12.0% | +9.2% |
| YTD | +209.6% | +1.9% | +207.7% | +205.3% |
| 1Y | +355.0% | +21.1% | +333.9% | +299.4% |
| 3Y | +814.7% | +128.6% | +686.1% | +347.4% |
| 5Y | +1,298.1% | +143.8% | +1,154.3% | +599.9% |
| All | +1,298.1% | +143.2% | +1,154.8% | +599.9% |
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