+416.0%
AAOI vs HRB
+209.1%
+206.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +2.0% |
| 7D | -0.2% | -8.0% | +7.9% | -0.1% |
| 30D | -23.7% | -16.0% | -7.7% | -23.5% |
| 3M | -39.0% | +26.9% | -65.9% | -39.6% |
| 6M | -17.0% | +51.1% | -68.2% | -19.5% |
| YTD | +202.2% | +7.1% | +195.2% | +205.3% |
| 1Y | +292.4% | -9.6% | +302.0% | +305.7% |
| 3Y | +804.4% | +25.4% | +779.0% | +745.5% |
| 5Y | +1,318.0% | +114.9% | +1,203.1% | +1,062.2% |
| All | +416.0% | +209.1% | +206.8% | +285.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling