+100.9%
AAOI vs SHW
+7.3%
+93.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.6% | -14.0% | -4.0% |
| 7D | -27.9% | +13.3% | -41.2% | -23.1% |
| 30D | -51.2% | +14.1% | -65.4% | -47.8% |
| 3M | -55.0% | +0.8% | -55.7% | -53.3% |
| 6M | -65.7% | +17.6% | -83.4% | -61.3% |
| YTD | +70.0% | +13.0% | +57.0% | +82.0% |
| 1Y | +100.9% | +7.0% | +93.9% | +116.4% |
| All | +100.9% | +7.3% | +93.6% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling