+957.8%
AAOI vs TROW
+132.3%
+825.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +3.0% |
| 7D | -0.2% | -3.2% | +3.0% | +2.5% |
| 30D | -23.7% | -4.6% | -19.1% | -20.9% |
| 3M | -39.0% | -0.7% | -38.4% | -39.3% |
| 6M | -17.0% | +22.2% | -39.3% | -30.5% |
| YTD | +202.2% | +6.6% | +195.6% | +181.3% |
| 1Y | +292.4% | +5.8% | +286.6% | +271.7% |
| 3Y | +804.4% | +11.6% | +792.8% | +760.4% |
| 5Y | +1,318.0% | -38.9% | +1,357.0% | +1,912.1% |
| 10Y | +436.7% | +128.5% | +308.2% | +168.2% |
| All | +957.8% | +132.3% | +825.5% | +450.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling