+352.5%
AAOI vs WM
-0.9%
+353.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.4% | +3.4% |
| 7D | -0.7% | -0.3% | -0.4% | -0.9% |
| 30D | -17.9% | -2.4% | -15.5% | -20.0% |
| 3M | -48.0% | +0.4% | -48.4% | -46.9% |
| 6M | +5.8% | -9.5% | +15.3% | +8.1% |
| YTD | +202.7% | +0.5% | +202.2% | +232.7% |
| 1Y | +352.5% | -1.1% | +353.6% | +350.9% |
| All | +352.5% | -0.9% | +353.5% | +350.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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