+804.4%
AAOI vs HSY
-9.3%
+813.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +1.9% |
| 7D | -0.2% | +0.1% | -0.3% | -0.1% |
| 30D | -23.7% | -5.2% | -18.5% | -24.1% |
| 3M | -39.0% | -3.4% | -35.6% | -39.0% |
| 6M | -17.0% | -19.2% | +2.2% | -16.2% |
| YTD | +202.2% | -2.6% | +204.9% | +210.6% |
| 1Y | +292.4% | -3.8% | +296.2% | +302.7% |
| 3Y | +804.4% | -10.6% | +815.0% | +653.9% |
| All | +804.4% | -9.3% | +813.7% | +653.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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