+48.8%
AAOI vs TRI
-16.8%
+65.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | +0.8% | -21.6% | -20.4% |
| 7D | -40.8% | +1.5% | -42.3% | -39.4% |
| 30D | -64.0% | +20.4% | -84.4% | -58.2% |
| 3M | -63.5% | +20.6% | -84.1% | -56.6% |
| 6M | -74.0% | +25.5% | -99.5% | -65.5% |
| YTD | +34.5% | -7.1% | +41.6% | +60.9% |
| 1Y | +48.8% | -14.7% | +63.5% | +86.5% |
| All | +48.8% | -16.8% | +65.6% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling