+416.0%
AAOI vs RCL
+346.0%
+70.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -0.2% | -1.9% | +1.7% | +0.5% |
| 30D | -23.7% | -15.5% | -8.2% | -19.2% |
| 3M | -39.0% | -9.7% | -29.4% | -37.3% |
| 6M | -17.0% | -8.7% | -8.3% | -15.6% |
| YTD | +202.2% | -5.8% | +208.0% | +194.4% |
| 1Y | +292.4% | -24.5% | +316.9% | +314.7% |
| 3Y | +804.4% | +173.9% | +630.5% | +563.9% |
| 5Y | +1,318.0% | +228.0% | +1,090.1% | +825.5% |
| All | +416.0% | +346.0% | +70.0% | +253.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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