+416.0%
AAOI vs RMD
+274.3%
+141.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.1% |
| 7D | -0.2% | -4.4% | +4.3% | +0.8% |
| 30D | -23.7% | -3.1% | -20.6% | -23.3% |
| 3M | -39.0% | +13.8% | -52.8% | -41.7% |
| 6M | -17.0% | -8.6% | -8.5% | -16.1% |
| YTD | +202.2% | -8.6% | +210.9% | +204.6% |
| 1Y | +292.4% | -19.7% | +312.1% | +310.5% |
| 3Y | +804.4% | +48.4% | +756.0% | +713.5% |
| 5Y | +1,318.0% | -22.7% | +1,340.8% | +1,353.9% |
| All | +416.0% | +274.3% | +141.6% | +214.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling