+48.8%
AAOI vs DHR
+7.3%
+41.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -3.7% | -17.2% | -22.1% |
| 7D | -40.8% | -4.5% | -36.3% | -42.0% |
| 30D | -64.0% | +5.0% | -69.0% | -63.0% |
| 3M | -63.5% | +13.6% | -77.1% | -60.8% |
| 6M | -74.0% | +30.1% | -104.1% | -70.8% |
| YTD | +34.5% | -0.5% | +35.0% | +55.2% |
| 1Y | +48.8% | +7.4% | +41.4% | +83.9% |
| All | +48.8% | +7.3% | +41.6% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 1y: compounded portfolio wealth divided by compounded DHR 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…
1y analysis · Full analysis span regression · 6 months rolling