+804.4%
AAOI vs WMB
+137.8%
+666.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -1.8% | +1.6% | +2.0% |
| 30D | -23.7% | -1.2% | -22.5% | -23.0% |
| 3M | -39.0% | +2.5% | -41.5% | -42.1% |
| 6M | -17.0% | -0.7% | -16.4% | -17.1% |
| YTD | +202.2% | +23.0% | +179.3% | +135.7% |
| 1Y | +292.4% | +26.7% | +265.7% | +188.3% |
| 3Y | +804.4% | +140.2% | +664.2% | +323.9% |
| All | +804.4% | +137.8% | +666.5% | +323.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 3y: compounded portfolio wealth divided by compounded WMB 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…
3y analysis · Full analysis span regression · 6 months rolling