-17.0%
AAOI vs TRI
-4.1%
-12.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +3.3% |
| 7D | -0.2% | -7.9% | +7.7% | -6.2% |
| 30D | -23.7% | -4.5% | -19.2% | -24.9% |
| 3M | -39.0% | +22.1% | -61.1% | -22.9% |
| 6M | -17.0% | -2.8% | -14.3% | -17.1% |
| All | -17.0% | -4.1% | -12.9% | -17.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling