+804.4%
AAOI vs WBD
+145.7%
+658.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.3% |
| 7D | -0.2% | -0.7% | +0.6% | +0.2% |
| 30D | -23.7% | +1.4% | -25.1% | -24.5% |
| 3M | -39.0% | +4.4% | -43.4% | -40.7% |
| 6M | -17.0% | +0.8% | -17.9% | -17.2% |
| YTD | +202.2% | -2.7% | +204.9% | +206.5% |
| 1Y | +292.4% | +73.4% | +219.0% | +185.4% |
| 3Y | +804.4% | +142.1% | +662.2% | +367.3% |
| All | +804.4% | +145.7% | +658.6% | +367.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling