+786.6%
AAOI vs HST
+66.0%
+720.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.8% |
| 7D | +2.9% | +0.7% | +2.2% | +2.1% |
| 30D | -23.1% | -0.7% | -22.4% | -22.8% |
| 3M | -41.0% | -4.0% | -37.0% | -40.1% |
| 6M | -14.3% | +20.7% | -35.0% | -35.5% |
| YTD | +196.3% | +31.0% | +165.3% | +89.6% |
| 1Y | +272.6% | +36.2% | +236.4% | +119.6% |
| All | +786.6% | +66.0% | +720.6% | +260.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 3y: compounded portfolio wealth divided by compounded HST 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…
3y analysis · Full analysis span regression · 6 months rolling