+416.0%
AAOI vs WPM
+558.4%
-142.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.4% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | -23.7% | +14.4% | -38.1% | -27.2% |
| 3M | -39.0% | +37.0% | -76.0% | -44.8% |
| 6M | -17.0% | +4.1% | -21.2% | -18.7% |
| YTD | +202.2% | +31.7% | +170.5% | +179.7% |
| 1Y | +292.4% | +44.2% | +248.2% | +254.9% |
| 3Y | +804.4% | +265.5% | +538.9% | +552.2% |
| 5Y | +1,318.0% | +262.5% | +1,055.5% | +906.8% |
| All | +416.0% | +558.4% | -142.4% | +261.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling