+1,074.4%
WDC vs AAOI
+932.9%
+141.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -3.8% |
| 7D | +4.4% | +2.9% | +1.5% | +4.0% |
| 30D | +5.3% | -23.1% | +28.4% | +9.3% |
| 3M | -5.9% | -41.0% | +35.1% | +0.8% |
| 6M | +73.2% | -14.3% | +87.5% | +70.0% |
| YTD | +167.8% | +196.3% | -28.5% | +112.9% |
| 1Y | +386.0% | +272.6% | +113.4% | +265.4% |
| 3Y | +1,309.7% | +775.3% | +534.4% | +692.5% |
| 5Y | +957.1% | +1,290.2% | -333.1% | +361.6% |
| 10Y | +1,246.7% | +426.2% | +820.5% | +475.0% |
| All | +1,074.4% | +932.9% | +141.5% | +357.5% |
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 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