+1,020.0%
AAOI vs HAS
+184.5%
+835.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.4% | +8.1% | +6.8% |
| 7D | +7.9% | -3.1% | +11.0% | +9.3% |
| 30D | -17.8% | -2.7% | -15.0% | -17.0% |
| 3M | -43.3% | +8.9% | -52.2% | -46.1% |
| 6M | +16.7% | -2.9% | +19.6% | +15.4% |
| YTD | +220.0% | +12.6% | +207.4% | +191.3% |
| 1Y | +372.1% | +17.5% | +354.6% | +321.1% |
| 3Y | +845.3% | +46.2% | +799.1% | +659.8% |
| 5Y | +1,333.8% | +12.6% | +1,321.2% | +1,160.5% |
| 10Y | +457.2% | +55.7% | +401.5% | +275.7% |
| All | +1,020.0% | +184.5% | +835.4% | +327.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling