+352.5%
AAOI vs RMD
-14.6%
+367.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +4.9% |
| 7D | -0.7% | -5.0% | +4.3% | -3.5% |
| 30D | -17.9% | +2.2% | -20.1% | -16.1% |
| 3M | -48.0% | +17.8% | -65.8% | -41.7% |
| 6M | +5.8% | -11.3% | +17.2% | +25.5% |
| YTD | +202.7% | -4.4% | +207.1% | +259.0% |
| 1Y | +352.5% | -15.7% | +368.3% | +445.8% |
| All | +352.5% | -14.6% | +367.2% | +445.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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