+100.9%
AAOI vs ZBH
+11.3%
+89.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +13.5% | -20.8% | +2.6% |
| 7D | -27.9% | +14.3% | -42.2% | -19.7% |
| 30D | -51.2% | +20.3% | -71.5% | -43.0% |
| 3M | -55.0% | +15.3% | -70.2% | -48.7% |
| 6M | -65.7% | +33.9% | -99.7% | -56.5% |
| YTD | +70.0% | +23.5% | +46.5% | +110.2% |
| 1Y | +100.9% | +7.9% | +93.0% | +140.4% |
| All | +100.9% | +11.3% | +89.6% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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