+804.4%
AAOI vs WTW
+61.9%
+742.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -5.7% | +5.6% | -2.7% |
| 30D | -23.7% | -7.3% | -16.4% | -25.8% |
| 3M | -39.0% | +21.5% | -60.5% | -32.6% |
| 6M | -17.0% | +9.6% | -26.7% | -9.3% |
| YTD | +202.2% | -3.3% | +205.5% | +228.1% |
| 1Y | +292.4% | -6.1% | +298.5% | +328.3% |
| 3Y | +804.4% | +61.8% | +742.5% | +952.8% |
| All | +804.4% | +61.9% | +742.5% | +952.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling