+353.5%
AAOI vs HTZ
-82.4%
+435.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -5.1% |
| 7D | -0.5% | -8.5% | +8.1% | +1.5% |
| 30D | -42.1% | -18.9% | -23.2% | -39.7% |
| 3M | -61.6% | -36.0% | -25.6% | -58.3% |
| 6M | -77.6% | -74.6% | -3.1% | -72.3% |
| YTD | +43.1% | -70.8% | +113.9% | +70.5% |
| 1Y | +138.6% | -75.3% | +213.9% | +193.4% |
| 3Y | +353.5% | -81.6% | +435.1% | +552.5% |
| All | +353.5% | -82.4% | +435.9% | +552.5% |
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