+1,314.2%
AAOI vs HST
+74.5%
+1,239.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.6% | +1.6% |
| 7D | -0.2% | +0.9% | -1.0% | -0.9% |
| 30D | -23.7% | -2.5% | -21.2% | -22.3% |
| 3M | -39.0% | -5.1% | -33.9% | -37.4% |
| 6M | -17.0% | +21.6% | -38.7% | -31.7% |
| YTD | +202.2% | +31.6% | +170.6% | +125.9% |
| 1Y | +292.4% | +36.1% | +256.3% | +181.1% |
| 3Y | +804.4% | +66.5% | +737.9% | +480.4% |
| All | +1,314.2% | +74.5% | +1,239.7% | +772.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling