+416.0%
AAOI vs WCC
+541.6%
-125.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.7% | -0.1% |
| 7D | -0.2% | +1.5% | -1.7% | -0.9% |
| 30D | -23.7% | -2.1% | -21.6% | -22.1% |
| 3M | -39.0% | +3.8% | -42.8% | -38.6% |
| 6M | -17.0% | +35.0% | -52.0% | -26.8% |
| YTD | +202.2% | +46.4% | +155.9% | +153.3% |
| 1Y | +292.4% | +63.0% | +229.4% | +215.1% |
| 3Y | +804.4% | +133.9% | +670.4% | +537.0% |
| 5Y | +1,318.0% | +226.5% | +1,091.5% | +755.1% |
| All | +416.0% | +541.6% | -125.7% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling