+1,314.2%
AAOI vs GWW
+222.0%
+1,092.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.5% |
| 7D | -0.2% | -3.4% | +3.2% | +2.4% |
| 30D | -23.7% | -1.9% | -21.8% | -22.9% |
| 3M | -39.0% | -2.4% | -36.6% | -39.3% |
| 6M | -17.0% | +15.7% | -32.8% | -30.1% |
| YTD | +202.2% | +27.6% | +174.6% | +134.5% |
| 1Y | +292.4% | +27.2% | +265.2% | +208.2% |
| 3Y | +804.4% | +89.7% | +714.7% | +494.7% |
| All | +1,314.2% | +222.0% | +1,092.2% | +681.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 5y: compounded portfolio wealth divided by compounded GWW 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…
5y analysis · Full analysis span regression · 6 months rolling