+1,040.3%
AAOI vs KEEL
+294.5%
+745.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.8% | -1.8% | +1.3% |
| 7D | -0.2% | +2.9% | -3.0% | -0.7% |
| 30D | -23.7% | +0.8% | -24.5% | -23.6% |
| 3M | -39.0% | -35.3% | -3.7% | -33.4% |
| 6M | -17.0% | +59.4% | -76.4% | -23.5% |
| YTD | +202.2% | +51.9% | +150.3% | +177.5% |
| 1Y | +292.4% | +75.0% | +217.4% | +251.2% |
| 3Y | +804.4% | +224.5% | +579.8% | +627.6% |
| 5Y | +1,318.0% | -35.9% | +1,353.9% | +1,087.4% |
| All | +1,040.3% | +294.5% | +745.8% | +818.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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