+292.4%
AAOI vs WELL
+42.1%
+250.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -0.2% | +0.1% | -0.3% |
| 30D | -23.7% | +2.3% | -26.0% | -23.0% |
| 3M | -39.0% | +12.3% | -51.3% | -37.3% |
| 6M | -17.0% | +15.6% | -32.6% | -13.6% |
| YTD | +202.2% | +28.3% | +173.9% | +209.5% |
| 1Y | +292.4% | +41.9% | +250.5% | +255.2% |
| All | +292.4% | +42.1% | +250.3% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling