+1,314.2%
AAOI vs RCL
+224.8%
+1,089.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -0.2% | -1.9% | +1.7% | +0.9% |
| 30D | -23.7% | -15.5% | -8.2% | -16.8% |
| 3M | -39.0% | -9.7% | -29.4% | -36.5% |
| 6M | -17.0% | -8.7% | -8.3% | -15.2% |
| YTD | +202.2% | -5.8% | +208.0% | +185.2% |
| 1Y | +292.4% | -24.5% | +316.9% | +323.6% |
| 3Y | +804.4% | +173.9% | +630.5% | +436.9% |
| All | +1,314.2% | +224.8% | +1,089.4% | +462.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling