+100.9%
AAOI vs HAL
+25.6%
+75.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.1% | -4.2% | -5.9% |
| 7D | -27.9% | -7.7% | -20.2% | -25.2% |
| 30D | -51.2% | +0.7% | -51.9% | -51.2% |
| 3M | -55.0% | +2.5% | -57.4% | -55.2% |
| 6M | -65.7% | -20.7% | -45.0% | -61.9% |
| YTD | +70.0% | +18.4% | +51.6% | +72.3% |
| 1Y | +100.9% | +25.6% | +75.3% | +105.4% |
| All | +100.9% | +25.6% | +75.3% | +105.4% |
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