+1,020.0%
AAOI vs HST
+109.2%
+910.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.6% | +5.7% |
| 7D | +7.9% | +2.0% | +5.9% | +6.7% |
| 30D | -17.8% | -5.2% | -12.5% | -15.4% |
| 3M | -43.3% | -6.2% | -37.0% | -41.8% |
| 6M | +16.7% | +20.4% | -3.7% | +3.8% |
| YTD | +220.0% | +30.6% | +189.4% | +168.0% |
| 1Y | +372.1% | +37.4% | +334.7% | +282.2% |
| 3Y | +845.3% | +66.1% | +779.2% | +630.0% |
| 5Y | +1,333.8% | +73.7% | +1,260.1% | +976.5% |
| 10Y | +457.2% | +99.8% | +357.4% | +241.7% |
| All | +1,020.0% | +109.2% | +910.7% | +556.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling