+1,314.2%
AAOI vs DHI
+61.2%
+1,253.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.2% |
| 7D | -0.2% | -3.4% | +3.2% | +1.4% |
| 30D | -23.7% | -5.4% | -18.3% | -22.1% |
| 3M | -39.0% | -10.4% | -28.6% | -36.5% |
| 6M | -17.0% | -2.8% | -14.3% | -18.9% |
| YTD | +202.2% | -3.4% | +205.6% | +189.6% |
| 1Y | +292.4% | -22.9% | +315.3% | +326.5% |
| 3Y | +804.4% | +20.7% | +783.7% | +572.7% |
| All | +1,314.2% | +61.2% | +1,253.0% | +772.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling