+1,352.6%
AAOI vs WM
+51.3%
+1,301.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.4% |
| 7D | +4.7% | -1.2% | +5.8% | +4.4% |
| 30D | -18.7% | -4.5% | -14.2% | -19.4% |
| 3M | -33.7% | -2.2% | -31.5% | -34.1% |
| 6M | -2.4% | -11.5% | +9.0% | -2.0% |
| YTD | +209.6% | -0.7% | +210.3% | +209.0% |
| 1Y | +355.0% | +0.3% | +354.7% | +354.0% |
| 3Y | +814.7% | +44.2% | +770.5% | +769.9% |
| All | +1,352.6% | +51.3% | +1,301.4% | +1,249.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling