+100.9%
AAOI vs RMD
-1.9%
+102.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +5.9% | -13.3% | -4.0% |
| 7D | -27.9% | -3.9% | -24.1% | -29.2% |
| 30D | -51.2% | +7.9% | -59.2% | -47.9% |
| 3M | -55.0% | +8.1% | -63.1% | -51.2% |
| 6M | -65.7% | +15.5% | -81.2% | -58.5% |
| YTD | +70.0% | +0.7% | +69.4% | +115.1% |
| 1Y | +100.9% | -1.4% | +102.3% | +154.2% |
| All | +100.9% | -1.9% | +102.8% | +154.2% |
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