+366.0%
WDC vs AAOI
+285.2%
+80.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.4% |
| 7D | -4.3% | -0.2% | -4.1% | -4.3% |
| 30D | -1.5% | -23.7% | +22.2% | +3.7% |
| 3M | -15.5% | -39.0% | +23.5% | -9.4% |
| 6M | +66.5% | -17.0% | +83.5% | +65.2% |
| YTD | +159.9% | +202.2% | -42.4% | +98.6% |
| 1Y | +366.0% | +292.4% | +73.6% | +223.7% |
| All | +366.0% | +285.2% | +80.7% | +223.7% |
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 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