+1,314.2%
AAOI vs ALHC
-32.8%
+1,347.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.1% |
| 7D | -0.2% | -6.9% | +6.7% | +0.7% |
| 30D | -23.7% | -6.7% | -17.0% | -23.0% |
| 3M | -39.0% | -37.7% | -1.3% | -35.9% |
| 6M | -17.0% | -30.0% | +12.9% | -15.1% |
| YTD | +202.2% | -36.2% | +238.4% | +212.1% |
| 1Y | +292.4% | -22.9% | +315.3% | +291.6% |
| 3Y | +804.4% | +138.4% | +666.0% | +572.3% |
| All | +1,314.2% | -32.8% | +1,347.0% | +831.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling