+1,314.2%
AAOI vs RTX
+162.7%
+1,151.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -0.2% | -1.5% | +1.4% | +0.7% |
| 30D | -23.7% | -11.0% | -12.7% | -18.8% |
| 3M | -39.0% | +7.7% | -46.7% | -42.7% |
| 6M | -17.0% | -3.9% | -13.1% | -16.1% |
| YTD | +202.2% | +9.0% | +193.3% | +184.0% |
| 1Y | +292.4% | +27.3% | +265.1% | +237.9% |
| 3Y | +804.4% | +172.9% | +631.5% | +458.5% |
| All | +1,314.2% | +162.7% | +1,151.5% | +779.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling