+1,314.2%
AAOI vs HUBS
-66.4%
+1,380.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.7% |
| 7D | -0.2% | -9.0% | +8.8% | +3.4% |
| 30D | -23.7% | +7.2% | -30.9% | -28.0% |
| 3M | -39.0% | +20.9% | -59.9% | -48.8% |
| 6M | -17.0% | -13.0% | -4.0% | -23.1% |
| YTD | +202.2% | -43.8% | +246.1% | +244.4% |
| 1Y | +292.4% | -54.6% | +347.0% | +406.2% |
| 3Y | +804.4% | -58.5% | +862.8% | +1,192.0% |
| All | +1,314.2% | -66.4% | +1,380.6% | +1,828.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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