+804.4%
AAOI vs WELL
+200.9%
+603.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -0.2% | +0.1% | -0.1% |
| 30D | -23.7% | +2.3% | -26.0% | -23.9% |
| 3M | -39.0% | +12.3% | -51.3% | -40.7% |
| 6M | -17.0% | +15.6% | -32.6% | -20.1% |
| YTD | +202.2% | +28.3% | +173.9% | +180.5% |
| 1Y | +292.4% | +41.9% | +250.5% | +246.4% |
| 3Y | +804.4% | +198.3% | +606.0% | +362.7% |
| All | +804.4% | +200.9% | +603.5% | +362.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling