+804.4%
AAOI vs EQH
+100.2%
+704.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.0% |
| 7D | -0.2% | +0.7% | -0.9% | -0.8% |
| 30D | -23.7% | +2.8% | -26.5% | -25.8% |
| 3M | -39.0% | +23.1% | -62.1% | -49.7% |
| 6M | -17.0% | +41.4% | -58.4% | -42.1% |
| YTD | +202.2% | +14.3% | +188.0% | +155.8% |
| 1Y | +292.4% | +1.6% | +290.8% | +281.7% |
| 3Y | +804.4% | +102.7% | +701.7% | +335.9% |
| All | +804.4% | +100.2% | +704.1% | +335.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling