+983.6%
AAOI vs HD
+457.4%
+526.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.5% |
| 7D | +4.7% | -1.8% | +6.5% | +5.9% |
| 30D | -18.7% | -10.8% | -7.9% | -12.6% |
| 3M | -33.7% | -2.7% | -31.1% | -33.8% |
| 6M | -2.4% | -10.3% | +7.9% | +2.0% |
| YTD | +209.6% | -7.8% | +217.4% | +213.6% |
| 1Y | +355.0% | -23.1% | +378.2% | +424.6% |
| 3Y | +814.7% | +2.0% | +812.7% | +782.8% |
| 5Y | +1,298.1% | +6.2% | +1,291.8% | +1,207.7% |
| 10Y | +449.8% | +210.2% | +239.7% | +141.0% |
| All | +983.6% | +457.4% | +526.2% | +247.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling