+1,314.2%
AAOI vs HDB
-34.5%
+1,348.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.9% | -4.9% | -1.2% |
| 7D | -0.2% | +0.7% | -0.9% | -0.6% |
| 30D | -23.7% | +1.0% | -24.7% | -24.3% |
| 3M | -39.0% | -2.0% | -37.0% | -39.4% |
| 6M | -17.0% | -18.1% | +1.1% | -10.0% |
| YTD | +202.2% | -36.1% | +238.4% | +278.1% |
| 1Y | +292.4% | -34.0% | +326.5% | +381.2% |
| 3Y | +804.4% | -26.7% | +831.1% | +941.7% |
| All | +1,314.2% | -34.5% | +1,348.8% | +1,583.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 5y: compounded portfolio wealth divided by compounded HDB 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…
5y analysis · Full analysis span regression · 6 months rolling