+352.5%
AAOI vs EQH
+2.5%
+350.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +4.9% |
| 7D | -0.7% | +5.5% | -6.2% | +0.6% |
| 30D | -17.9% | +3.2% | -21.1% | -17.2% |
| 3M | -48.0% | +32.5% | -80.5% | -44.9% |
| 6M | +5.8% | +33.7% | -27.9% | +13.6% |
| YTD | +202.7% | +13.4% | +189.3% | +238.3% |
| 1Y | +352.5% | +0.6% | +352.0% | +368.1% |
| All | +352.5% | +2.5% | +350.1% | +368.1% |
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