+416.0%
AAOI vs DHI
+414.5%
+1.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.3% |
| 7D | -0.2% | -3.4% | +3.2% | +1.2% |
| 30D | -23.7% | -5.4% | -18.3% | -22.3% |
| 3M | -39.0% | -10.4% | -28.6% | -36.9% |
| 6M | -17.0% | -2.8% | -14.3% | -18.2% |
| YTD | +202.2% | -3.4% | +205.6% | +193.9% |
| 1Y | +292.4% | -22.9% | +315.3% | +319.1% |
| 3Y | +804.4% | +20.7% | +783.7% | +662.9% |
| 5Y | +1,318.0% | +62.1% | +1,255.9% | +951.6% |
| All | +416.0% | +414.5% | +1.4% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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