+1,020.0%
AAOI vs RY
+421.2%
+598.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +6.4% |
| 7D | +7.9% | +2.7% | +5.2% | +5.1% |
| 30D | -17.8% | -1.0% | -16.8% | -16.8% |
| 3M | -43.3% | +7.6% | -50.9% | -47.0% |
| 6M | +16.7% | +29.5% | -12.8% | -7.5% |
| YTD | +220.0% | +24.2% | +195.8% | +161.8% |
| 1Y | +372.1% | +46.4% | +325.7% | +236.2% |
| 3Y | +845.3% | +159.4% | +685.9% | +322.3% |
| 5Y | +1,333.8% | +141.8% | +1,192.0% | +569.7% |
| 10Y | +457.2% | +373.9% | +83.3% | +53.0% |
| All | +1,020.0% | +421.2% | +598.8% | +174.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling