+957.8%
AAOI vs HUBB
+473.1%
+484.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +0.5% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | -23.7% | -10.0% | -13.7% | -15.8% |
| 3M | -39.0% | -1.6% | -37.4% | -36.6% |
| 6M | -17.0% | -3.1% | -14.0% | -12.2% |
| YTD | +202.2% | +4.6% | +197.7% | +200.2% |
| 1Y | +292.4% | +3.3% | +289.1% | +302.1% |
| 3Y | +804.4% | +46.6% | +757.8% | +676.7% |
| 5Y | +1,318.0% | +158.7% | +1,159.4% | +726.3% |
| 10Y | +436.7% | +443.5% | -6.7% | +68.0% |
| All | +957.8% | +473.1% | +484.7% | +223.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling