+7.0%
WMT vs AAOI
+352.1%
-345.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.3% | -1.1% |
| 7D | +3.9% | -0.7% | +4.6% | +3.9% |
| 30D | -4.4% | -17.9% | +13.5% | -4.6% |
| 3M | -8.8% | -48.0% | +39.2% | -8.9% |
| 6M | -15.6% | +5.8% | -21.5% | -15.6% |
| YTD | -3.2% | +202.7% | -205.9% | -2.2% |
| 1Y | +7.0% | +352.5% | -345.5% | +11.7% |
| All | +7.0% | +352.1% | -345.1% | +11.7% |
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