+937.0%
AAOI vs RIG
-85.2%
+1,022.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.3% | -4.5% |
| 7D | +2.9% | -4.2% | +7.1% | +3.9% |
| 30D | -23.1% | -0.7% | -22.4% | -23.0% |
| 3M | -41.0% | -4.0% | -37.0% | -40.6% |
| 6M | -14.3% | -6.3% | -7.9% | -13.6% |
| YTD | +196.3% | +39.7% | +156.6% | +170.2% |
| 1Y | +272.6% | +78.1% | +194.5% | +220.1% |
| 3Y | +775.3% | -29.5% | +804.8% | +797.9% |
| 5Y | +1,290.2% | +65.3% | +1,224.8% | +1,029.8% |
| 10Y | +426.2% | -41.3% | +467.5% | +302.1% |
| All | +937.0% | -85.2% | +1,022.2% | +970.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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