+416.0%
AAOI vs RVTY
+145.6%
+270.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +0.3% |
| 7D | -0.2% | -4.5% | +4.4% | +2.7% |
| 30D | -23.7% | +5.5% | -29.2% | -26.3% |
| 3M | -39.0% | +22.5% | -61.5% | -47.3% |
| 6M | -17.0% | +38.9% | -55.9% | -36.2% |
| YTD | +202.2% | +28.7% | +173.5% | +140.3% |
| 1Y | +292.4% | +45.5% | +246.9% | +188.4% |
| 3Y | +804.4% | +16.4% | +788.0% | +662.6% |
| 5Y | +1,318.0% | -32.7% | +1,350.8% | +1,557.5% |
| All | +416.0% | +145.6% | +270.3% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling