+983.6%
AAOI vs M
-16.6%
+1,000.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +0.9% | -2.1% |
| 7D | +4.7% | -4.1% | +8.7% | +5.9% |
| 30D | -18.7% | -13.6% | -5.1% | -15.6% |
| 3M | -33.7% | -2.3% | -31.5% | -33.8% |
| 6M | -2.4% | +21.9% | -24.3% | -8.6% |
| YTD | +209.6% | -0.6% | +210.2% | +203.3% |
| 1Y | +355.0% | +29.7% | +325.3% | +311.6% |
| 3Y | +814.7% | +107.3% | +707.4% | +606.6% |
| 5Y | +1,298.1% | +20.5% | +1,277.6% | +1,079.3% |
| 10Y | +449.8% | -6.1% | +455.9% | +334.0% |
| All | +983.6% | -16.6% | +1,000.3% | +932.7% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded M 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling