+100.9%
AAOI vs HIG
+12.7%
+88.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.4% | -9.7% | -3.1% |
| 7D | -27.9% | +6.2% | -34.1% | -19.2% |
| 30D | -51.2% | +9.4% | -60.7% | -41.8% |
| 3M | -55.0% | -2.3% | -52.6% | -54.9% |
| 6M | -65.7% | +4.2% | -69.9% | -61.0% |
| YTD | +70.0% | +1.6% | +68.4% | +90.9% |
| 1Y | +100.9% | +9.9% | +91.0% | +145.0% |
| All | +100.9% | +12.7% | +88.2% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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