+983.6%
AAOI vs WMB
+311.1%
+672.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | +4.7% | 0.0% | +4.7% | +4.7% |
| 30D | -18.7% | +4.6% | -23.3% | -20.2% |
| 3M | -33.7% | +5.7% | -39.5% | -35.5% |
| 6M | -2.4% | +4.2% | -6.6% | -3.7% |
| YTD | +209.6% | +26.8% | +182.8% | +183.3% |
| 1Y | +355.0% | +34.7% | +320.3% | +306.1% |
| 3Y | +814.7% | +146.8% | +667.9% | +581.5% |
| 5Y | +1,298.1% | +285.0% | +1,013.0% | +790.1% |
| 10Y | +449.8% | +313.2% | +136.6% | +221.9% |
| All | +983.6% | +311.1% | +672.6% | +531.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling