+786.6%
AAOI vs B
+190.9%
+595.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.8% | -2.9% |
| 7D | +2.9% | -5.0% | +7.9% | +5.8% |
| 30D | -23.1% | +8.7% | -31.8% | -27.3% |
| 3M | -41.0% | +17.3% | -58.3% | -46.4% |
| 6M | -14.3% | -5.0% | -9.2% | -12.6% |
| YTD | +196.3% | +1.4% | +194.9% | +191.1% |
| 1Y | +272.6% | +50.5% | +222.1% | +213.0% |
| All | +786.6% | +190.9% | +595.8% | +466.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling