+292.4%
AAOI vs WFC
+15.0%
+277.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +2.0% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | -23.7% | +1.5% | -25.2% | -23.6% |
| 3M | -39.0% | +10.2% | -49.2% | -38.8% |
| 6M | -17.0% | +18.8% | -35.8% | -15.0% |
| YTD | +202.2% | -1.5% | +203.8% | +225.5% |
| 1Y | +292.4% | +13.5% | +278.9% | +269.9% |
| All | +292.4% | +15.0% | +277.4% | +269.9% |
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