+416.0%
AAOI vs RSP
+211.6%
+204.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.8% |
| 7D | -0.2% | -1.9% | +1.7% | +2.7% |
| 30D | -23.7% | -2.8% | -20.9% | -20.6% |
| 3M | -39.0% | +2.8% | -41.9% | -41.6% |
| 6M | -17.0% | +10.2% | -27.2% | -27.8% |
| YTD | +202.2% | +13.1% | +189.2% | +152.5% |
| 1Y | +292.4% | +14.8% | +277.6% | +227.6% |
| 3Y | +804.4% | +52.6% | +751.8% | +488.5% |
| 5Y | +1,318.0% | +51.6% | +1,266.4% | +852.4% |
| All | +416.0% | +211.6% | +204.3% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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