+804.4%
AAOI vs RGTI
+671.2%
+133.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -0.2% | +0.5% | -0.6% | -0.2% |
| 30D | -23.7% | -17.1% | -6.6% | -19.9% |
| 3M | -39.0% | -26.0% | -13.0% | -33.2% |
| 6M | -17.0% | -9.9% | -7.2% | -13.8% |
| YTD | +202.2% | -31.1% | +233.3% | +229.2% |
| 1Y | +292.4% | -8.5% | +300.9% | +295.2% |
| 3Y | +804.4% | +652.2% | +152.2% | +169.9% |
| All | +804.4% | +671.2% | +133.2% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 3y: compounded portfolio wealth divided by compounded RGTI 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…
3y analysis · Full analysis span regression · 6 months rolling