+100.9%
AAOI vs IRM
+19.5%
+81.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.7% | -9.0% | -9.5% |
| 7D | -27.9% | +2.6% | -30.5% | -30.3% |
| 30D | -51.2% | +5.6% | -56.9% | -53.9% |
| 3M | -55.0% | -4.7% | -50.2% | -51.2% |
| 6M | -65.7% | -6.1% | -59.6% | -62.1% |
| YTD | +70.0% | +46.3% | +23.7% | +14.0% |
| 1Y | +100.9% | +18.7% | +82.2% | +67.2% |
| All | +100.9% | +19.5% | +81.5% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling