+957.8%
AAOI vs WSM
+991.0%
-33.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.5% |
| 7D | -0.2% | -0.5% | +0.4% | +0.1% |
| 30D | -23.7% | -7.7% | -16.0% | -20.9% |
| 3M | -39.0% | +3.8% | -42.8% | -40.3% |
| 6M | -17.0% | +22.7% | -39.7% | -25.9% |
| YTD | +202.2% | +28.0% | +174.2% | +161.1% |
| 1Y | +292.4% | +12.7% | +279.7% | +263.1% |
| 3Y | +804.4% | +231.3% | +573.1% | +450.1% |
| 5Y | +1,318.0% | +177.2% | +1,140.9% | +783.5% |
| 10Y | +436.7% | +1,065.8% | -629.0% | +72.3% |
| All | +957.8% | +991.0% | -33.2% | +268.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling