+292.4%
AAOI vs WM
-0.3%
+292.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +1.2% |
| 7D | -0.2% | -2.5% | +2.4% | -3.5% |
| 30D | -23.7% | -5.7% | -18.0% | -29.1% |
| 3M | -39.0% | -2.4% | -36.6% | -40.4% |
| 6M | -17.0% | -9.0% | -8.1% | -18.0% |
| YTD | +202.2% | -2.0% | +204.3% | +219.7% |
| 1Y | +292.4% | -1.6% | +294.0% | +287.7% |
| All | +292.4% | -0.3% | +292.7% | +287.7% |
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