+110.2%
T vs AAOI
+772.2%
-661.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +2.0% |
| 7D | +1.5% | -0.2% | +1.6% | +1.5% |
| 30D | +7.5% | -23.7% | +31.2% | +7.1% |
| 3M | +14.8% | -39.0% | +53.8% | +14.5% |
| 6M | -1.7% | -17.0% | +15.3% | -1.3% |
| YTD | +8.7% | +202.2% | -193.5% | +10.8% |
| 1Y | -7.5% | +292.4% | -299.9% | -5.0% |
| 3Y | +110.2% | +804.4% | -694.1% | +116.4% |
| All | +110.2% | +772.2% | -661.9% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 3y: compounded portfolio wealth divided by compounded AAOI 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…
3y analysis · Full analysis span regression · 6 months rolling