+102.8%
AAOI vs IP
+20.8%
+82.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -7.0% | -6.1% |
| 7D | -0.5% | -0.3% | -0.2% | -0.4% |
| 30D | -42.1% | +7.9% | -50.1% | -43.8% |
| 3M | -61.6% | -15.3% | -46.3% | -59.3% |
| 6M | -77.6% | +10.5% | -88.1% | -79.2% |
| YTD | +43.1% | -9.4% | +52.5% | +41.8% |
| 1Y | +138.6% | -4.6% | +143.2% | +131.5% |
| 3Y | +353.5% | +21.2% | +332.3% | +313.2% |
| 5Y | +720.6% | -13.3% | +733.9% | +732.4% |
| All | +102.8% | +20.8% | +82.0% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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