+983.6%
AAOI vs TLT
+10.7%
+972.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -3.3% |
| 7D | +4.7% | -0.3% | +4.9% | +4.6% |
| 30D | -18.7% | 0.0% | -18.7% | -18.7% |
| 3M | -33.7% | -2.9% | -30.9% | -33.9% |
| 6M | -2.4% | -6.3% | +3.8% | -3.1% |
| YTD | +209.6% | -3.3% | +213.0% | +208.8% |
| 1Y | +355.0% | -4.2% | +359.2% | +353.5% |
| 3Y | +814.7% | -1.7% | +816.3% | +810.3% |
| 5Y | +1,298.1% | -34.9% | +1,332.9% | +1,029.1% |
| 10Y | +449.8% | -19.8% | +469.6% | +429.0% |
| All | +983.6% | +10.7% | +972.9% | +1,181.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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