+416.0%
AAOI vs HAL
+4.5%
+411.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.2% |
| 7D | -0.2% | -3.3% | +3.2% | +1.0% |
| 30D | -23.7% | +8.2% | -31.9% | -25.7% |
| 3M | -39.0% | -9.4% | -29.6% | -37.2% |
| 6M | -17.0% | +0.6% | -17.7% | -17.2% |
| YTD | +202.2% | +28.6% | +173.7% | +174.6% |
| 1Y | +292.4% | +63.9% | +228.5% | +225.3% |
| 3Y | +804.4% | -7.1% | +811.5% | +797.4% |
| 5Y | +1,318.0% | +102.3% | +1,215.7% | +945.4% |
| All | +416.0% | +4.5% | +411.4% | +267.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling