+1,290.2%
AAOI vs HAS
+12.1%
+1,278.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -5.0% |
| 7D | +2.9% | -3.1% | +6.0% | +4.4% |
| 30D | -23.1% | -6.4% | -16.7% | -20.7% |
| 3M | -41.0% | +10.4% | -51.4% | -44.8% |
| 6M | -14.3% | -3.7% | -10.6% | -15.2% |
| YTD | +196.3% | +12.5% | +183.8% | +162.8% |
| 1Y | +272.6% | +19.8% | +252.8% | +217.7% |
| 3Y | +775.3% | +46.0% | +729.4% | +534.3% |
| 5Y | +1,290.2% | +12.5% | +1,277.7% | +1,163.7% |
| All | +1,290.2% | +12.1% | +1,278.1% | +1,163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling