+416.0%
AAOI vs KDP
+172.7%
+243.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -0.2% | -3.7% | +3.5% | +0.5% |
| 30D | -23.7% | +6.2% | -29.9% | -24.7% |
| 3M | -39.0% | +1.2% | -40.2% | -39.6% |
| 6M | -17.0% | +15.3% | -32.4% | -20.5% |
| YTD | +202.2% | +14.8% | +187.4% | +189.0% |
| 1Y | +292.4% | +17.6% | +274.8% | +273.2% |
| 3Y | +804.4% | +2.1% | +802.2% | +775.4% |
| 5Y | +1,318.0% | +2.7% | +1,315.3% | +1,235.2% |
| All | +416.0% | +172.7% | +243.3% | +313.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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