+237.0%
HOOD vs AAOI
+1,365.8%
-1,128.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.7% | -9.6% | -4.8% |
| 7D | +13.4% | +7.9% | +5.5% | +11.8% |
| 30D | +25.8% | -17.8% | +43.5% | +28.6% |
| 3M | +38.0% | -43.3% | +81.3% | +46.2% |
| 6M | +52.2% | +16.7% | +35.5% | +34.9% |
| YTD | +3.7% | +220.0% | -216.2% | -27.5% |
| 1Y | +0.1% | +372.1% | -372.0% | -37.1% |
| 3Y | +992.6% | +845.3% | +147.2% | +418.4% |
| 5Y | +193.0% | +1,333.8% | -1,140.8% | +6.5% |
| All | +237.0% | +1,365.8% | -1,128.8% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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