+804.4%
AAOI vs HD
+1.3%
+803.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.2% |
| 7D | -0.2% | -3.8% | +3.7% | +2.8% |
| 30D | -23.7% | -9.4% | -14.3% | -18.1% |
| 3M | -39.0% | -4.6% | -34.4% | -38.4% |
| 6M | -17.0% | -10.1% | -7.0% | -11.8% |
| YTD | +202.2% | -8.3% | +210.6% | +205.2% |
| 1Y | +292.4% | -25.0% | +317.4% | +414.6% |
| 3Y | +804.4% | +1.5% | +802.8% | +507.6% |
| All | +804.4% | +1.3% | +803.1% | +507.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling