+1,290.2%
AAOI vs RACE
+90.9%
+1,199.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -5.9% | -5.2% |
| 7D | +2.9% | -2.2% | +5.1% | +4.1% |
| 30D | -23.1% | -0.4% | -22.7% | -23.0% |
| 3M | -41.0% | +17.9% | -58.9% | -47.0% |
| 6M | -14.3% | +19.3% | -33.5% | -24.2% |
| YTD | +196.3% | +11.9% | +184.4% | +166.1% |
| 1Y | +272.6% | -12.7% | +285.3% | +291.9% |
| 3Y | +775.3% | +41.1% | +734.2% | +500.3% |
| 5Y | +1,290.2% | +94.1% | +1,196.1% | +643.8% |
| All | +1,290.2% | +90.9% | +1,199.2% | +643.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling