+1,314.2%
AAOI vs RRC
+142.8%
+1,171.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.6% |
| 7D | -0.2% | -1.8% | +1.6% | +0.5% |
| 30D | -23.7% | +2.7% | -26.4% | -24.7% |
| 3M | -39.0% | +8.8% | -47.9% | -42.0% |
| 6M | -17.0% | -1.2% | -15.9% | -17.4% |
| YTD | +202.2% | +17.6% | +184.7% | +183.4% |
| 1Y | +292.4% | +18.4% | +274.0% | +267.5% |
| 3Y | +804.4% | +33.1% | +771.3% | +746.1% |
| All | +1,314.2% | +142.8% | +1,171.4% | +1,109.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling