+804.4%
AAOI vs HUBB
+46.2%
+758.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | -0.6% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | -23.7% | -10.0% | -13.7% | -10.1% |
| 3M | -39.0% | -1.6% | -37.4% | -35.9% |
| 6M | -17.0% | -3.1% | -14.0% | -11.8% |
| YTD | +202.2% | +4.6% | +197.7% | +182.0% |
| 1Y | +292.4% | +3.3% | +289.1% | +283.5% |
| 3Y | +804.4% | +46.6% | +757.8% | +490.2% |
| All | +804.4% | +46.2% | +758.2% | +490.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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