+957.8%
AAOI vs HSY
+155.8%
+802.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -23.7% | -5.2% | -18.5% | -23.5% |
| 3M | -39.0% | -3.4% | -35.6% | -39.1% |
| 6M | -17.0% | -19.2% | +2.2% | -15.1% |
| YTD | +202.2% | -2.6% | +204.9% | +203.1% |
| 1Y | +292.4% | -3.8% | +296.2% | +293.7% |
| 3Y | +804.4% | -10.6% | +815.0% | +808.8% |
| 5Y | +1,318.0% | +12.3% | +1,305.7% | +1,222.4% |
| 10Y | +436.7% | +129.6% | +307.2% | +313.1% |
| All | +957.8% | +155.8% | +802.0% | +677.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling