+352.5%
AAOI vs KR
-12.5%
+365.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.3% |
| 7D | -0.7% | +1.5% | -2.2% | +0.7% |
| 30D | -17.9% | +4.1% | -22.0% | -14.3% |
| 3M | -48.0% | -5.2% | -42.8% | -47.4% |
| 6M | +5.8% | -12.8% | +18.6% | +0.1% |
| YTD | +202.7% | -4.6% | +207.3% | +217.1% |
| 1Y | +352.5% | -11.7% | +364.2% | +346.6% |
| All | +352.5% | -12.5% | +365.0% | +346.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling