+1,314.2%
AAOI vs WELL
+203.1%
+1,111.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -24.1% |
| 3M | -39.0% | +12.3% | -51.3% | -41.3% |
| 6M | -17.0% | +15.6% | -32.6% | -21.2% |
| YTD | +202.2% | +28.3% | +173.9% | +177.5% |
| 1Y | +292.4% | +41.9% | +250.5% | +245.8% |
| 3Y | +804.4% | +198.3% | +606.0% | +491.6% |
| All | +1,314.2% | +203.1% | +1,111.1% | +852.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling