+292.4%
AAOI vs RKT
-38.3%
+330.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -6.3% | +6.1% | +0.7% |
| 30D | -23.7% | -6.2% | -17.5% | -23.2% |
| 3M | -39.0% | -1.9% | -37.2% | -39.2% |
| 6M | -17.0% | -13.0% | -4.0% | -15.4% |
| YTD | +202.2% | -31.9% | +234.2% | +208.5% |
| 1Y | +292.4% | -37.6% | +330.0% | +292.9% |
| All | +292.4% | -38.3% | +330.7% | +292.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling