+416.0%
AAOI vs RRC
+4.9%
+411.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.4% |
| 7D | -0.2% | -1.8% | +1.6% | +0.3% |
| 30D | -23.7% | +2.7% | -26.4% | -24.3% |
| 3M | -39.0% | +8.8% | -47.9% | -41.0% |
| 6M | -17.0% | -1.2% | -15.9% | -17.3% |
| YTD | +202.2% | +17.6% | +184.7% | +189.6% |
| 1Y | +292.4% | +18.4% | +274.0% | +275.6% |
| 3Y | +804.4% | +33.1% | +771.3% | +757.6% |
| 5Y | +1,318.0% | +148.2% | +1,169.9% | +1,028.9% |
| All | +416.0% | +4.9% | +411.1% | +233.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling