-14.3%
AAOI vs WEC
-6.7%
-7.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.7% |
| 7D | +2.9% | -1.3% | +4.2% | +2.0% |
| 30D | -23.1% | -0.4% | -22.7% | -22.8% |
| 3M | -41.0% | -6.8% | -34.2% | -43.4% |
| 6M | -14.3% | -6.4% | -7.9% | -18.3% |
| All | -14.3% | -6.7% | -7.5% | -18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling