+937.0%
AAOI vs WEC
+296.2%
+640.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.3% |
| 7D | +2.9% | -1.3% | +4.2% | +2.9% |
| 30D | -23.1% | -0.4% | -22.7% | -23.1% |
| 3M | -41.0% | -6.8% | -34.2% | -41.0% |
| 6M | -14.3% | -6.4% | -7.9% | -14.3% |
| YTD | +196.3% | +2.5% | +193.8% | +196.0% |
| 1Y | +272.6% | -0.4% | +273.0% | +272.4% |
| 3Y | +775.3% | +38.5% | +736.8% | +765.4% |
| 5Y | +1,290.2% | +31.7% | +1,258.5% | +1,277.9% |
| 10Y | +426.2% | +146.6% | +279.6% | +384.1% |
| All | +937.0% | +296.2% | +640.9% | +672.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling