+416.0%
AAOI vs VRSK
+126.1%
+289.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -0.2% | -5.2% | +5.0% | +1.1% |
| 30D | -23.7% | -2.3% | -21.4% | -23.8% |
| 3M | -39.0% | -2.9% | -36.1% | -40.7% |
| 6M | -17.0% | -12.8% | -4.2% | -16.8% |
| YTD | +202.2% | -20.8% | +223.1% | +214.5% |
| 1Y | +292.4% | -33.2% | +325.6% | +340.2% |
| 3Y | +804.4% | -26.6% | +831.0% | +814.0% |
| 5Y | +1,318.0% | -11.3% | +1,329.4% | +1,163.8% |
| All | +416.0% | +126.1% | +289.9% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling