+1,298.1%
AAOI vs HTZ
-87.1%
+1,385.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.3% | +2.0% | -2.2% |
| 7D | +4.7% | -10.4% | +15.0% | +6.9% |
| 30D | -18.7% | -2.4% | -16.4% | -19.2% |
| 3M | -33.7% | -60.9% | +27.1% | -23.6% |
| 6M | -2.4% | -50.2% | +47.8% | +5.7% |
| YTD | +209.6% | -59.7% | +269.3% | +248.8% |
| 1Y | +355.0% | -66.0% | +421.0% | +415.3% |
| 3Y | +814.7% | -87.1% | +901.7% | +1,096.3% |
| 5Y | +1,298.1% | -86.9% | +1,384.9% | +1,645.0% |
| All | +1,298.1% | -87.1% | +1,385.2% | +1,645.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling