+1,156.3%
AAOI vs HTZ
-89.5%
+1,245.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.9% |
| 7D | -0.7% | +7.5% | -8.1% | -2.1% |
| 30D | -17.9% | +47.4% | -65.3% | -25.6% |
| 3M | -48.0% | -54.9% | +6.9% | -41.8% |
| 6M | +5.8% | -47.0% | +52.8% | +13.5% |
| YTD | +202.7% | -55.3% | +258.0% | +234.1% |
| 1Y | +352.5% | -57.6% | +410.2% | +386.9% |
| 3Y | +657.0% | -86.6% | +743.6% | +875.1% |
| 5Y | +1,267.0% | -86.1% | +1,353.1% | +1,537.3% |
| All | +1,156.3% | -89.5% | +1,245.9% | +1,516.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling