+804.4%
AAOI vs GEHC
-1.6%
+806.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | -0.2% | -7.2% | +7.0% | +3.4% |
| 30D | -23.7% | -11.6% | -12.1% | -19.4% |
| 3M | -39.0% | -0.8% | -38.2% | -41.5% |
| 6M | -17.0% | -11.9% | -5.1% | -15.4% |
| YTD | +202.2% | -21.9% | +224.2% | +229.3% |
| 1Y | +292.4% | -17.8% | +310.2% | +308.9% |
| 3Y | +804.4% | -3.5% | +807.9% | +650.7% |
| All | +804.4% | -1.6% | +806.0% | +650.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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