+72.3%
AAOI vs EQH
+19.4%
+52.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.5% | +7.4% | +6.9% |
| 7D | -27.4% | -2.2% | -25.2% | -27.2% |
| 30D | -59.1% | -1.1% | -58.0% | -58.9% |
| 3M | -59.6% | +0.9% | -60.6% | -59.1% |
| 6M | -71.9% | +22.1% | -94.0% | -69.9% |
| YTD | +43.8% | +12.8% | +31.0% | +69.2% |
| 1Y | +72.3% | +20.5% | +51.8% | +93.0% |
| All | +72.3% | +19.4% | +52.8% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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