-14.3%
AAOI vs HBM
+16.2%
-30.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.5% | +3.2% | +2.2% |
| 7D | +2.9% | -3.7% | +6.6% | +6.1% |
| 30D | -23.1% | -3.7% | -19.4% | -20.9% |
| 3M | -41.0% | +8.0% | -49.0% | -45.1% |
| 6M | -14.3% | +15.8% | -30.1% | -20.5% |
| All | -14.3% | +16.2% | -30.5% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 6mo: compounded portfolio wealth divided by compounded HBM 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…
6mo analysis · Full analysis span regression · 6 months rolling