+1,188.5%
WDC vs AAOI
+445.6%
+742.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.3% |
| 7D | -4.3% | -0.2% | -4.1% | -4.3% |
| 30D | -1.5% | -23.7% | +22.2% | +2.4% |
| 3M | -15.5% | -39.0% | +23.5% | -10.0% |
| 6M | +66.5% | -17.0% | +83.5% | +64.1% |
| YTD | +159.9% | +202.2% | -42.4% | +106.6% |
| 1Y | +366.0% | +292.4% | +73.6% | +249.2% |
| 3Y | +1,285.8% | +804.4% | +481.4% | +683.1% |
| 5Y | +925.6% | +1,318.0% | -392.5% | +351.3% |
| All | +1,188.5% | +445.6% | +742.9% | +513.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling