+100.9%
AAOI vs RIO
+29.3%
+71.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.6% | -10.9% | -12.3% |
| 7D | -27.9% | -1.6% | -26.3% | -26.5% |
| 30D | -51.2% | -11.6% | -39.7% | -41.8% |
| 3M | -55.0% | -12.7% | -42.3% | -45.5% |
| 6M | -65.7% | -12.4% | -53.4% | -57.0% |
| YTD | +70.0% | +11.0% | +59.0% | +45.1% |
| 1Y | +100.9% | +30.8% | +70.1% | +13.3% |
| All | +100.9% | +29.3% | +71.6% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling