+957.8%
AAOI vs GWW
+486.2%
+471.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.6% |
| 7D | -0.2% | -3.4% | +3.2% | +1.7% |
| 30D | -23.7% | -1.9% | -21.8% | -23.1% |
| 3M | -39.0% | -2.4% | -36.6% | -39.1% |
| 6M | -17.0% | +15.7% | -32.8% | -25.8% |
| YTD | +202.2% | +27.6% | +174.6% | +155.9% |
| 1Y | +292.4% | +27.2% | +265.2% | +235.3% |
| 3Y | +804.4% | +89.7% | +714.7% | +556.7% |
| 5Y | +1,318.0% | +223.9% | +1,094.1% | +697.0% |
| 10Y | +436.7% | +567.1% | -130.4% | +98.7% |
| All | +957.8% | +486.2% | +471.6% | +340.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling