+1,215.4%
AAOI vs RGTI
+54.2%
+1,161.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.2% |
| 3M | -39.0% | -26.0% | -13.0% | -33.6% |
| 6M | -17.0% | -9.9% | -7.2% | -14.0% |
| YTD | +202.2% | -31.1% | +233.3% | +227.7% |
| 1Y | +292.4% | -8.5% | +300.9% | +293.3% |
| 3Y | +804.4% | +652.2% | +152.2% | +309.0% |
| 5Y | +1,318.0% | +56.8% | +1,261.3% | +672.9% |
| All | +1,215.4% | +54.2% | +1,161.1% | +590.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling