+937.0%
AAOI vs WWD
+771.1%
+165.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.4% |
| 7D | +2.9% | -2.9% | +5.8% | +4.7% |
| 30D | -23.1% | -6.6% | -16.5% | -19.6% |
| 3M | -41.0% | -9.3% | -31.7% | -37.5% |
| 6M | -14.3% | -13.6% | -0.7% | -6.7% |
| YTD | +196.3% | +10.4% | +185.9% | +181.8% |
| 1Y | +272.6% | +39.9% | +232.7% | +211.3% |
| 3Y | +775.3% | +165.0% | +610.3% | +453.0% |
| 5Y | +1,290.2% | +183.8% | +1,106.4% | +720.5% |
| 10Y | +426.2% | +486.6% | -60.4% | +74.3% |
| All | +937.0% | +771.1% | +165.9% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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