+48.8%
AAOI vs WU
-12.6%
+61.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | +6.5% | -27.4% | -18.9% |
| 7D | -40.8% | +13.0% | -53.8% | -38.5% |
| 30D | -64.0% | +14.3% | -78.3% | -62.5% |
| 3M | -63.5% | +0.1% | -63.7% | -62.4% |
| 6M | -74.0% | -17.7% | -56.3% | -74.3% |
| YTD | +34.5% | -17.3% | +51.9% | +33.4% |
| 1Y | +48.8% | -11.1% | +59.9% | +40.5% |
| All | +48.8% | -12.6% | +61.4% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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