+1,314.2%
AAOI vs RSP
+50.5%
+1,263.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.2% |
| 7D | -0.2% | -1.9% | +1.7% | +4.1% |
| 30D | -23.7% | -2.8% | -20.9% | -19.2% |
| 3M | -39.0% | +2.8% | -41.9% | -42.9% |
| 6M | -17.0% | +10.2% | -27.2% | -32.9% |
| YTD | +202.2% | +13.1% | +189.2% | +129.5% |
| 1Y | +292.4% | +14.8% | +277.6% | +196.7% |
| 3Y | +804.4% | +52.6% | +751.8% | +374.7% |
| All | +1,314.2% | +50.5% | +1,263.7% | +643.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling