+1,314.2%
AAOI vs TD
+125.7%
+1,188.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.3% |
| 7D | -0.2% | -0.5% | +0.4% | +0.3% |
| 30D | -23.7% | -1.9% | -21.8% | -21.8% |
| 3M | -39.0% | +4.8% | -43.8% | -41.6% |
| 6M | -17.0% | +28.0% | -45.0% | -35.7% |
| YTD | +202.2% | +30.3% | +171.9% | +126.0% |
| 1Y | +292.4% | +59.8% | +232.6% | +139.5% |
| 3Y | +804.4% | +124.7% | +679.7% | +295.7% |
| All | +1,314.2% | +125.7% | +1,188.6% | +496.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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