+983.6%
AAOI vs RSP
+304.5%
+679.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.3% | -1.8% |
| 7D | +4.7% | -1.8% | +6.5% | +7.5% |
| 30D | -18.7% | -2.5% | -16.2% | -15.8% |
| 3M | -33.7% | +3.0% | -36.7% | -36.9% |
| 6M | -2.4% | +8.9% | -11.3% | -13.9% |
| YTD | +209.6% | +13.0% | +196.6% | +158.3% |
| 1Y | +355.0% | +16.2% | +338.8% | +271.0% |
| 3Y | +814.7% | +52.7% | +762.0% | +485.9% |
| 5Y | +1,298.1% | +50.5% | +1,247.6% | +833.5% |
| 10Y | +449.8% | +209.8% | +240.0% | +40.8% |
| All | +983.6% | +304.5% | +679.2% | +113.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling