+339.0%
AAOI vs SPOT
+216.9%
+122.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.7% |
| 7D | -0.2% | -3.1% | +2.9% | +1.1% |
| 30D | -23.7% | +7.4% | -31.1% | -26.7% |
| 3M | -39.0% | +8.2% | -47.2% | -42.5% |
| 6M | -17.0% | +2.2% | -19.3% | -20.4% |
| YTD | +202.2% | -9.5% | +211.7% | +201.0% |
| 1Y | +292.4% | -23.8% | +316.2% | +322.5% |
| 3Y | +804.4% | +233.5% | +570.9% | +429.0% |
| 5Y | +1,318.0% | +112.2% | +1,205.8% | +809.2% |
| All | +339.0% | +216.9% | +122.1% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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