+957.8%
AAOI vs WFC
+208.7%
+749.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.5% |
| 7D | -0.2% | +0.4% | -0.5% | -0.5% |
| 30D | -23.7% | +1.5% | -25.2% | -24.6% |
| 3M | -39.0% | +10.2% | -49.2% | -42.5% |
| 6M | -17.0% | +18.8% | -35.8% | -25.3% |
| YTD | +202.2% | -1.5% | +203.8% | +197.3% |
| 1Y | +292.4% | +13.5% | +278.9% | +257.0% |
| 3Y | +804.4% | +135.0% | +669.4% | +489.7% |
| 5Y | +1,318.0% | +130.1% | +1,188.0% | +787.3% |
| 10Y | +436.7% | +144.1% | +292.7% | +188.1% |
| All | +957.8% | +208.7% | +749.2% | +437.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling