+228.3%
AAOI vs EQH
+234.7%
-6.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.2% |
| 7D | -0.2% | +0.7% | -0.9% | -0.6% |
| 30D | -23.7% | +2.8% | -26.5% | -25.2% |
| 3M | -39.0% | +23.1% | -62.1% | -46.7% |
| 6M | -17.0% | +41.4% | -58.4% | -34.6% |
| YTD | +202.2% | +14.3% | +188.0% | +166.1% |
| 1Y | +292.4% | +1.6% | +290.8% | +271.7% |
| 3Y | +804.4% | +102.7% | +701.7% | +528.4% |
| 5Y | +1,318.0% | +104.5% | +1,213.5% | +865.5% |
| All | +228.3% | +234.7% | -6.4% | +73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling