+100.9%
AAOI vs ROIV
+97.8%
+3.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.1% | -13.4% | -9.6% |
| 7D | -27.9% | +3.0% | -30.9% | -28.7% |
| 30D | -51.2% | +6.8% | -58.1% | -52.5% |
| 3M | -55.0% | +10.5% | -65.5% | -57.0% |
| 6M | -65.7% | +34.8% | -100.5% | -68.9% |
| YTD | +70.0% | +76.2% | -6.2% | +32.6% |
| 1Y | +100.9% | +92.4% | +8.5% | +53.3% |
| All | +100.9% | +97.8% | +3.1% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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