+937.0%
AAOI vs RMD
+390.1%
+546.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.3% |
| 7D | +2.9% | -4.2% | +7.1% | +3.9% |
| 30D | -23.1% | -2.1% | -21.0% | -22.9% |
| 3M | -41.0% | +13.8% | -54.8% | -43.7% |
| 6M | -14.3% | -10.6% | -3.7% | -12.9% |
| YTD | +196.3% | -8.1% | +204.4% | +197.8% |
| 1Y | +272.6% | -18.0% | +290.6% | +286.8% |
| 3Y | +775.3% | +52.9% | +722.5% | +677.8% |
| 5Y | +1,290.2% | -22.3% | +1,312.4% | +1,319.1% |
| 10Y | +426.2% | +274.8% | +151.4% | +225.1% |
| All | +937.0% | +390.1% | +546.9% | +494.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling