+983.6%
AAOI vs TAP
+6.0%
+977.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | +4.7% | -5.1% | +9.7% | +5.9% |
| 30D | -18.7% | -8.4% | -10.3% | -17.3% |
| 3M | -33.7% | -3.9% | -29.8% | -34.1% |
| 6M | -2.4% | -14.4% | +11.9% | +0.1% |
| YTD | +209.6% | -14.7% | +224.3% | +216.3% |
| 1Y | +355.0% | -18.7% | +373.7% | +367.9% |
| 3Y | +814.7% | -32.6% | +847.3% | +890.0% |
| 5Y | +1,298.1% | -1.4% | +1,299.5% | +1,215.7% |
| 10Y | +449.8% | -50.4% | +500.2% | +546.6% |
| All | +983.6% | +6.0% | +977.6% | +666.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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