+983.6%
AAOI vs RCL
+690.5%
+293.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.5% | -2.6% |
| 7D | +4.7% | -2.2% | +6.9% | +5.5% |
| 30D | -18.7% | -15.7% | -3.1% | -13.7% |
| 3M | -33.7% | -8.0% | -25.8% | -32.5% |
| 6M | -2.4% | -10.1% | +7.7% | -0.1% |
| YTD | +209.6% | -5.9% | +215.5% | +201.5% |
| 1Y | +355.0% | -23.5% | +378.5% | +378.6% |
| 3Y | +814.7% | +174.4% | +640.3% | +558.3% |
| 5Y | +1,298.1% | +227.1% | +1,070.9% | +789.7% |
| 10Y | +449.8% | +342.5% | +107.3% | +162.1% |
| All | +983.6% | +690.5% | +293.1% | +393.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling