+735.7%
V vs AAOI
+1,015.5%
-279.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.7% | -7.4% | -1.9% |
| 7D | -1.1% | +7.9% | -9.0% | -1.4% |
| 30D | +1.9% | -17.8% | +19.6% | +2.4% |
| 3M | +15.5% | -43.3% | +58.8% | +17.0% |
| 6M | +16.6% | +16.7% | -0.1% | +12.8% |
| YTD | +5.7% | +220.0% | -214.3% | -3.7% |
| 1Y | +8.6% | +372.1% | -363.5% | -4.0% |
| 3Y | +52.5% | +845.3% | -792.8% | +20.4% |
| 5Y | +67.1% | +1,333.8% | -1,266.7% | +19.7% |
| 10Y | +376.8% | +457.2% | -80.4% | +229.3% |
| All | +735.7% | +1,015.5% | -279.8% | +460.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling