+416.0%
AAOI vs HON
+136.9%
+279.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -0.2% | -3.5% | +3.3% | +2.4% |
| 30D | -23.7% | -13.8% | -9.9% | -14.9% |
| 3M | -39.0% | -11.7% | -27.3% | -33.4% |
| 6M | -17.0% | -18.7% | +1.7% | -3.9% |
| YTD | +202.2% | +0.2% | +202.0% | +200.0% |
| 1Y | +292.4% | -3.1% | +295.5% | +296.2% |
| 3Y | +804.4% | +17.0% | +787.4% | +720.0% |
| 5Y | +1,318.0% | +2.0% | +1,316.0% | +1,301.1% |
| All | +416.0% | +136.9% | +279.0% | +227.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 10y: compounded portfolio wealth divided by compounded HON 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…
10y analysis · Full analysis span regression · 6 months rolling