+100.9%
AAOI vs WSM
+44.0%
+56.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.5% | -13.8% | -7.9% |
| 7D | -27.9% | +8.0% | -35.9% | -28.4% |
| 30D | -51.2% | +13.5% | -64.7% | -52.1% |
| 3M | -55.0% | +8.8% | -63.8% | -55.6% |
| 6M | -65.7% | +54.7% | -120.4% | -68.1% |
| YTD | +70.0% | +53.3% | +16.7% | +27.9% |
| 1Y | +100.9% | +41.1% | +59.8% | +71.4% |
| All | +100.9% | +44.0% | +56.9% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling