+416.0%
AAOI vs RY
+377.3%
+38.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -2.2% | +2.1% | +2.0% |
| 30D | -23.7% | -3.6% | -20.1% | -20.9% |
| 3M | -39.0% | +3.9% | -43.0% | -41.0% |
| 6M | -17.0% | +26.4% | -43.4% | -33.1% |
| YTD | +202.2% | +22.3% | +179.9% | +149.8% |
| 1Y | +292.4% | +43.7% | +248.7% | +182.4% |
| 3Y | +804.4% | +154.0% | +650.4% | +307.6% |
| 5Y | +1,318.0% | +137.6% | +1,180.5% | +565.3% |
| All | +416.0% | +377.3% | +38.7% | +73.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling