+352.5%
AAOI vs HAL
+74.7%
+277.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.3% |
| 7D | -0.7% | +2.9% | -3.6% | -1.7% |
| 30D | -17.9% | +17.0% | -35.0% | -22.3% |
| 3M | -48.0% | -9.7% | -38.3% | -46.1% |
| 6M | +5.8% | +8.6% | -2.8% | +6.3% |
| YTD | +202.7% | +33.0% | +169.7% | +194.0% |
| 1Y | +352.5% | +68.3% | +284.2% | +331.0% |
| All | +352.5% | +74.7% | +277.8% | +331.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling