+100.9%
AAOI vs RY
+46.4%
+54.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.0% | -10.4% | -9.9% |
| 7D | -27.9% | +2.5% | -30.4% | -29.4% |
| 30D | -51.2% | +8.4% | -59.7% | -54.6% |
| 3M | -55.0% | +1.2% | -56.2% | -55.1% |
| 6M | -65.7% | +19.4% | -85.1% | -68.6% |
| YTD | +70.0% | +25.4% | +44.6% | +44.9% |
| 1Y | +100.9% | +46.7% | +54.2% | +27.9% |
| All | +100.9% | +46.4% | +54.5% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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