+352.5%
AAOI vs RTX
+28.8%
+323.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.4% |
| 7D | -0.7% | -5.2% | +4.5% | +1.8% |
| 30D | -17.9% | -9.4% | -8.5% | -14.1% |
| 3M | -48.0% | +12.3% | -60.3% | -53.4% |
| 6M | +5.8% | -3.1% | +9.0% | +16.3% |
| YTD | +202.7% | +10.7% | +192.1% | +186.3% |
| 1Y | +352.5% | +28.4% | +324.1% | +291.8% |
| All | +352.5% | +28.8% | +323.7% | +291.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling