+937.0%
AAOI vs SHW
+498.4%
+438.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.8% |
| 7D | +2.9% | -4.5% | +7.4% | +5.3% |
| 30D | -23.1% | -12.7% | -10.4% | -17.8% |
| 3M | -41.0% | +4.7% | -45.7% | -43.4% |
| 6M | -14.3% | -3.4% | -10.8% | -15.0% |
| YTD | +196.3% | -1.3% | +197.6% | +187.3% |
| 1Y | +272.6% | -10.4% | +283.0% | +279.1% |
| 3Y | +775.3% | +20.1% | +755.2% | +675.5% |
| 5Y | +1,290.2% | +10.5% | +1,279.7% | +1,154.0% |
| 10Y | +426.2% | +280.3% | +145.9% | +137.0% |
| All | +937.0% | +498.4% | +438.6% | +267.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling