+416.0%
AAOI vs KMB
+14.6%
+401.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | -0.2% | -6.5% | +6.3% | -1.0% |
| 30D | -23.7% | -8.8% | -14.9% | -24.5% |
| 3M | -39.0% | -2.2% | -36.8% | -39.2% |
| 6M | -17.0% | +0.7% | -17.7% | -17.0% |
| YTD | +202.2% | +1.0% | +201.2% | +202.6% |
| 1Y | +292.4% | -20.3% | +312.7% | +288.4% |
| 3Y | +804.4% | -13.3% | +817.6% | +795.3% |
| 5Y | +1,318.0% | -12.9% | +1,331.0% | +1,294.7% |
| All | +416.0% | +14.6% | +401.3% | +399.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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