+1,154.3%
AAOI vs HTZ
-90.7%
+1,245.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | -0.2% | -11.3% | +11.1% | +2.2% |
| 30D | -23.7% | -27.1% | +3.4% | -19.1% |
| 3M | -39.0% | -59.5% | +20.5% | -30.2% |
| 6M | -17.0% | -50.5% | +33.4% | -10.0% |
| YTD | +202.2% | -60.3% | +262.5% | +241.4% |
| 1Y | +292.4% | -67.1% | +359.6% | +348.7% |
| 3Y | +804.4% | -87.4% | +891.8% | +1,074.4% |
| 5Y | +1,318.0% | -87.2% | +1,405.2% | +1,627.4% |
| All | +1,154.3% | -90.7% | +1,245.0% | +1,551.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 10y: compounded portfolio wealth divided by compounded HTZ 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…
10y analysis · Full analysis span regression · 6 months rolling