+804.4%
AAOI vs HAL
-7.8%
+812.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.4% |
| 7D | -0.2% | -3.3% | +3.2% | +2.1% |
| 30D | -23.7% | +8.2% | -31.9% | -27.4% |
| 3M | -39.0% | -9.4% | -29.6% | -35.5% |
| 6M | -17.0% | +0.6% | -17.7% | -17.6% |
| YTD | +202.2% | +28.6% | +173.7% | +148.5% |
| 1Y | +292.4% | +63.9% | +228.5% | +163.1% |
| 3Y | +804.4% | -7.1% | +811.5% | +657.0% |
| All | +804.4% | -7.8% | +812.2% | +657.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling