+100.9%
AAOI vs WFC
+2.7%
+98.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.2% | -9.6% | -7.0% |
| 7D | -27.9% | +4.5% | -32.4% | -27.3% |
| 30D | -51.2% | +7.4% | -58.6% | -50.6% |
| 3M | -55.0% | -0.5% | -54.5% | -54.6% |
| 6M | -65.7% | +11.7% | -77.4% | -63.7% |
| YTD | +70.0% | -4.6% | +74.7% | +84.2% |
| 1Y | +100.9% | +2.5% | +98.4% | +87.9% |
| All | +100.9% | +2.7% | +98.2% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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