+352.5%
AAOI vs WBD
+135.8%
+216.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.6% | +5.2% |
| 7D | -0.7% | -1.8% | +1.1% | -0.3% |
| 30D | -17.9% | +8.8% | -26.7% | -19.4% |
| 3M | -48.0% | +4.6% | -52.6% | -48.4% |
| 6M | +5.8% | +1.1% | +4.8% | +5.4% |
| YTD | +202.7% | -2.0% | +204.7% | +202.1% |
| 1Y | +352.5% | +140.0% | +212.5% | +351.8% |
| All | +352.5% | +135.8% | +216.7% | +351.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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