+804.4%
AAOI vs ROIV
+222.7%
+581.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | -0.2% | +16.9% | -17.0% | -10.9% |
| 30D | -23.7% | +12.9% | -36.6% | -30.7% |
| 3M | -39.0% | +37.3% | -76.3% | -51.1% |
| 6M | -17.0% | +38.0% | -55.0% | -35.9% |
| YTD | +202.2% | +88.1% | +114.1% | +82.4% |
| 1Y | +292.4% | +183.3% | +109.1% | +65.8% |
| 3Y | +804.4% | +254.6% | +549.7% | +202.8% |
| All | +804.4% | +222.7% | +581.7% | +202.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling