+937.0%
AAOI vs RTX
+286.9%
+650.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | +2.9% | -2.0% | +4.9% | +3.9% |
| 30D | -23.1% | -11.2% | -11.9% | -18.3% |
| 3M | -41.0% | +12.0% | -53.1% | -45.5% |
| 6M | -14.3% | -3.6% | -10.7% | -14.2% |
| YTD | +196.3% | +9.2% | +187.1% | +178.6% |
| 1Y | +272.6% | +29.7% | +242.9% | +220.4% |
| 3Y | +775.3% | +152.0% | +623.4% | +440.0% |
| 5Y | +1,290.2% | +165.8% | +1,124.4% | +715.6% |
| 10Y | +426.2% | +285.0% | +141.1% | +113.6% |
| All | +937.0% | +286.9% | +650.1% | +311.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling