+352.5%
AAOI vs HD
-19.2%
+371.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +5.4% |
| 7D | -0.7% | -2.1% | +1.4% | -1.4% |
| 30D | -17.9% | -8.4% | -9.5% | -20.0% |
| 3M | -48.0% | +4.3% | -52.3% | -46.9% |
| 6M | +5.8% | -11.1% | +17.0% | +8.8% |
| YTD | +202.7% | -4.7% | +207.4% | +212.4% |
| 1Y | +352.5% | -19.8% | +372.3% | +257.3% |
| All | +352.5% | -19.2% | +371.7% | +257.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling