+845.3%
AAOI vs HTZ
-86.1%
+931.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -5.0% | +10.7% | +6.6% |
| 7D | +7.9% | -2.5% | +10.3% | +8.3% |
| 30D | -17.8% | -3.7% | -14.0% | -17.9% |
| 3M | -43.3% | -57.0% | +13.7% | -36.7% |
| 6M | +16.7% | -47.0% | +63.7% | +24.5% |
| YTD | +220.0% | -57.5% | +277.5% | +253.8% |
| 1Y | +372.1% | -63.5% | +435.5% | +423.4% |
| 3Y | +845.3% | -86.3% | +931.7% | +1,143.7% |
| All | +845.3% | -86.1% | +931.5% | +1,143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling