+600.1%
AAOI vs RKT
-12.9%
+612.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -6.3% | +6.1% | +1.9% |
| 30D | -23.7% | -6.2% | -17.5% | -22.6% |
| 3M | -39.0% | -1.9% | -37.2% | -39.5% |
| 6M | -17.0% | -13.0% | -4.0% | -15.7% |
| YTD | +202.2% | -31.9% | +234.2% | +225.9% |
| 1Y | +292.4% | -37.6% | +330.0% | +333.0% |
| 3Y | +804.4% | +36.8% | +767.6% | +611.2% |
| 5Y | +1,318.0% | -9.7% | +1,327.8% | +1,046.5% |
| All | +600.1% | -12.9% | +612.9% | +445.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling