+1,290.2%
AAOI vs RY
+135.2%
+1,155.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.8% |
| 7D | +2.9% | -2.9% | +5.8% | +6.3% |
| 30D | -23.1% | -2.0% | -21.1% | -21.0% |
| 3M | -41.0% | +4.9% | -45.9% | -43.9% |
| 6M | -14.3% | +26.1% | -40.4% | -34.0% |
| YTD | +196.3% | +22.4% | +173.9% | +134.5% |
| 1Y | +272.6% | +44.7% | +227.9% | +146.2% |
| 3Y | +775.3% | +155.7% | +619.7% | +235.6% |
| 5Y | +1,290.2% | +137.7% | +1,152.5% | +433.6% |
| All | +1,290.2% | +135.2% | +1,155.0% | +433.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling