+26.9%
WMT vs AAOI
+52.5%
-25.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -20.9% | +19.8% | -1.6% |
| 7D | +5.3% | -40.8% | +46.1% | +4.1% |
| 30D | +19.1% | -64.0% | +83.1% | +16.8% |
| 3M | +14.0% | -63.5% | +77.5% | +11.9% |
| 6M | -1.9% | -74.0% | +72.1% | -3.3% |
| YTD | +15.4% | +34.5% | -19.1% | +14.0% |
| 1Y | +26.9% | +48.8% | -21.9% | +27.0% |
| All | +26.9% | +52.5% | -25.6% | +27.0% |
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