+113.2%
WDC vs AAOI
+91.2%
+22.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -7.3% | +0.6% | -5.0% |
| 7D | -18.3% | -27.9% | +9.6% | -11.9% |
| 30D | -26.7% | -51.2% | +24.6% | -14.3% |
| 3M | -40.9% | -55.0% | +14.0% | -30.5% |
| 6M | -26.8% | -65.7% | +39.0% | -12.6% |
| YTD | +88.2% | +70.0% | +18.2% | +55.4% |
| 1Y | +113.2% | +100.9% | +12.3% | +65.2% |
| All | +113.2% | +91.2% | +22.0% | +65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling