+983.6%
AAOI vs KMB
+69.8%
+913.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -3.3% |
| 7D | +4.7% | -8.6% | +13.3% | +4.5% |
| 30D | -18.7% | -7.5% | -11.2% | -18.8% |
| 3M | -33.7% | -0.6% | -33.1% | -34.0% |
| 6M | -2.4% | -1.5% | -0.9% | -2.8% |
| YTD | +209.6% | +1.6% | +208.0% | +207.8% |
| 1Y | +355.0% | -20.8% | +375.8% | +358.7% |
| 3Y | +814.7% | -12.4% | +827.1% | +804.1% |
| 5Y | +1,298.1% | -12.9% | +1,311.0% | +1,265.1% |
| 10Y | +449.8% | +14.7% | +435.1% | +391.6% |
| All | +983.6% | +69.8% | +913.8% | +703.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling