+1,314.2%
AAOI vs WY
-22.2%
+1,336.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.8% |
| 7D | -0.2% | -4.2% | +4.0% | +2.8% |
| 30D | -23.7% | -10.1% | -13.6% | -18.1% |
| 3M | -39.0% | -8.5% | -30.5% | -36.5% |
| 6M | -17.0% | -3.3% | -13.7% | -18.7% |
| YTD | +202.2% | -4.4% | +206.6% | +191.2% |
| 1Y | +292.4% | -11.5% | +303.9% | +304.8% |
| 3Y | +804.4% | -24.3% | +828.7% | +973.1% |
| All | +1,314.2% | -22.2% | +1,336.5% | +1,628.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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