+416.0%
AAOI vs INDA
+84.7%
+331.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.3% |
| 7D | -0.2% | -2.7% | +2.5% | +1.9% |
| 30D | -23.7% | -2.8% | -20.9% | -22.0% |
| 3M | -39.0% | +1.6% | -40.7% | -39.4% |
| 6M | -17.0% | -1.4% | -15.6% | -15.5% |
| YTD | +202.2% | -10.1% | +212.4% | +229.1% |
| 1Y | +292.4% | -8.8% | +301.2% | +324.0% |
| 3Y | +804.4% | +7.6% | +796.8% | +811.3% |
| 5Y | +1,318.0% | +5.8% | +1,312.3% | +1,344.0% |
| All | +416.0% | +84.7% | +331.3% | +333.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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