+352.5%
AAOI vs HRB
+1.1%
+351.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.0% | +9.1% | +2.0% |
| 7D | -0.7% | -5.7% | +5.0% | -5.0% |
| 30D | -17.9% | +7.9% | -25.8% | -12.0% |
| 3M | -48.0% | +32.1% | -80.1% | -30.0% |
| 6M | +5.8% | +62.2% | -56.4% | +75.0% |
| YTD | +202.7% | +16.4% | +186.3% | +275.9% |
| 1Y | +352.5% | -0.3% | +352.8% | +394.3% |
| All | +352.5% | +1.1% | +351.5% | +394.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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