+1,228.0%
AAOI vs ROIV
+295.0%
+932.9%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +18.8% | -13.0% | 0.0% |
| 7D | +7.9% | +20.2% | -12.3% | +1.7% |
| 30D | -17.8% | +14.1% | -31.9% | -21.4% |
| 3M | -43.3% | +45.6% | -88.9% | -49.5% |
| 6M | +16.7% | +44.1% | -27.4% | +3.2% |
| YTD | +220.0% | +91.2% | +128.8% | +159.9% |
| 1Y | +372.1% | +221.3% | +150.8% | +228.5% |
| 3Y | +845.3% | +229.2% | +616.1% | +548.5% |
| 5Y | +1,333.8% | +316.5% | +1,017.3% | +764.1% |
| All | +1,228.0% | +295.0% | +932.9% | +727.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling