+416.0%
AAOI vs ON
+655.4%
-239.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.5% | -6.5% | -3.0% |
| 7D | -0.2% | +2.4% | -2.5% | -2.0% |
| 30D | -23.7% | -8.6% | -15.1% | -19.2% |
| 3M | -39.0% | -34.3% | -4.7% | -22.4% |
| 6M | -17.0% | +28.5% | -45.6% | -28.1% |
| YTD | +202.2% | +40.6% | +161.6% | +147.3% |
| 1Y | +292.4% | +55.3% | +237.1% | +206.0% |
| 3Y | +804.4% | -22.2% | +826.6% | +876.4% |
| 5Y | +1,318.0% | +62.4% | +1,255.7% | +924.4% |
| All | +416.0% | +655.4% | -239.4% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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