+1,290.2%
AAOI vs ROIV
+310.6%
+979.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -3.7% |
| 7D | +2.9% | +19.0% | -16.1% | -2.7% |
| 30D | -23.1% | +16.1% | -39.2% | -26.9% |
| 3M | -41.0% | +44.1% | -85.1% | -47.2% |
| 6M | -14.3% | +37.8% | -52.1% | -23.1% |
| YTD | +196.3% | +88.7% | +107.6% | +142.0% |
| 1Y | +272.6% | +197.3% | +75.3% | +165.8% |
| 3Y | +775.3% | +224.9% | +550.4% | +504.3% |
| 5Y | +1,290.2% | +311.0% | +979.1% | +696.4% |
| All | +1,290.2% | +310.6% | +979.5% | +696.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling