+937.0%
AAOI vs WCC
+355.9%
+581.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.1% | -2.5% |
| 7D | +2.9% | +1.7% | +1.2% | +2.1% |
| 30D | -23.1% | -6.1% | -17.1% | -19.7% |
| 3M | -41.0% | +3.1% | -44.1% | -40.3% |
| 6M | -14.3% | +28.2% | -42.5% | -22.5% |
| YTD | +196.3% | +41.1% | +155.2% | +152.4% |
| 1Y | +272.6% | +61.3% | +211.3% | +199.3% |
| 3Y | +775.3% | +123.6% | +651.7% | +523.6% |
| 5Y | +1,290.2% | +214.8% | +1,075.4% | +723.9% |
| 10Y | +426.2% | +513.6% | -87.4% | +98.1% |
| All | +937.0% | +355.9% | +581.2% | +376.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling