+804.4%
AAOI vs USHY
+27.0%
+777.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +1.8% |
| 7D | -0.2% | -0.7% | +0.5% | +5.9% |
| 30D | -23.7% | -0.7% | -23.0% | -19.3% |
| 3M | -39.0% | +0.1% | -39.1% | -38.4% |
| 6M | -17.0% | +1.8% | -18.8% | -26.1% |
| YTD | +202.2% | +1.8% | +200.5% | +168.0% |
| 1Y | +292.4% | +3.3% | +289.1% | +217.3% |
| 3Y | +804.4% | +27.0% | +777.4% | +140.4% |
| All | +804.4% | +27.0% | +777.3% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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