+352.5%
AAOI vs TROW
+0.2%
+352.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.8% |
| 7D | -0.7% | -1.3% | +0.7% | +0.3% |
| 30D | -17.9% | -4.5% | -13.4% | -15.1% |
| 3M | -48.0% | +3.9% | -51.9% | -50.5% |
| 6M | +5.8% | +22.6% | -16.7% | -13.6% |
| YTD | +202.7% | +10.1% | +192.6% | +165.8% |
| 1Y | +352.5% | +3.6% | +348.9% | +292.8% |
| All | +352.5% | +0.2% | +352.3% | +292.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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