+804.4%
AAOI vs WEC
+39.2%
+765.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -0.6% | +0.4% | -0.3% |
| 30D | -23.7% | -2.6% | -21.1% | -23.9% |
| 3M | -39.0% | -6.0% | -33.0% | -39.6% |
| 6M | -17.0% | -5.4% | -11.6% | -17.6% |
| YTD | +202.2% | +2.5% | +199.8% | +203.5% |
| 1Y | +292.4% | -0.7% | +293.1% | +293.3% |
| 3Y | +804.4% | +38.7% | +765.7% | +793.2% |
| All | +804.4% | +39.2% | +765.2% | +793.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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