+405.8%
AAOI vs BA
+75.4%
+330.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.0% |
| 7D | +2.9% | -2.7% | +5.6% | +4.2% |
| 30D | -23.1% | -12.2% | -10.9% | -18.5% |
| 3M | -41.0% | -2.0% | -39.0% | -40.3% |
| 6M | -14.3% | -6.0% | -8.3% | -11.8% |
| YTD | +196.3% | -5.7% | +202.0% | +203.1% |
| 1Y | +272.6% | -10.0% | +282.6% | +288.6% |
| 3Y | +775.3% | -3.1% | +778.4% | +786.1% |
| 5Y | +1,290.2% | -2.6% | +1,292.8% | +1,269.5% |
| All | +405.8% | +75.4% | +330.4% | +199.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling