+586.3%
AAOI vs RKT
-12.8%
+599.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.7% |
| 7D | +2.9% | -7.2% | +10.1% | +5.3% |
| 30D | -23.1% | -7.9% | -15.2% | -21.6% |
| 3M | -41.0% | +5.2% | -46.2% | -42.9% |
| 6M | -14.3% | -14.9% | +0.6% | -12.3% |
| YTD | +196.3% | -31.9% | +228.2% | +219.4% |
| 1Y | +272.6% | -36.9% | +309.5% | +309.6% |
| 3Y | +775.3% | +35.7% | +739.6% | +590.1% |
| 5Y | +1,290.2% | -9.7% | +1,299.8% | +1,023.7% |
| All | +586.3% | -12.8% | +599.1% | +434.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling