+1,314.2%
AAOI vs WU
-51.3%
+1,365.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.8% |
| 7D | -0.2% | -3.5% | +3.3% | +1.0% |
| 30D | -23.7% | -2.9% | -20.8% | -23.2% |
| 3M | -39.0% | -2.3% | -36.8% | -40.5% |
| 6M | -17.0% | -25.4% | +8.3% | -10.2% |
| YTD | +202.2% | -21.2% | +223.4% | +216.4% |
| 1Y | +292.4% | -8.9% | +301.3% | +282.2% |
| 3Y | +804.4% | -29.0% | +833.3% | +853.8% |
| All | +1,314.2% | -51.3% | +1,365.6% | +1,465.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling