-14.3%
AAOI vs KIM
+3.0%
-17.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -5.9% |
| 7D | +2.9% | -1.5% | +4.4% | +0.7% |
| 30D | -23.1% | -1.7% | -21.4% | -24.8% |
| 3M | -41.0% | -7.1% | -33.9% | -46.2% |
| 6M | -14.3% | +2.9% | -17.1% | -19.4% |
| All | -14.3% | +3.0% | -17.3% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 6mo: compounded portfolio wealth divided by compounded KIM 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…
6mo analysis · Full analysis span regression · 6 months rolling