+1,314.2%
AAOI vs WMB
+270.3%
+1,044.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.4% |
| 7D | -0.2% | -1.0% | +0.9% | +0.8% |
| 30D | -23.7% | -0.4% | -23.3% | -23.6% |
| 3M | -39.0% | +3.2% | -42.2% | -41.2% |
| 6M | -17.0% | +0.1% | -17.1% | -17.1% |
| YTD | +202.2% | +23.9% | +178.4% | +158.3% |
| 1Y | +292.4% | +27.6% | +264.8% | +225.0% |
| 3Y | +804.4% | +141.9% | +662.5% | +495.2% |
| All | +1,314.2% | +270.3% | +1,044.0% | +850.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling