+786.6%
AAOI vs BA
-4.2%
+790.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.6% |
| 7D | +2.9% | -2.7% | +5.6% | +5.4% |
| 30D | -23.1% | -12.2% | -10.9% | -13.8% |
| 3M | -41.0% | -2.0% | -39.0% | -39.8% |
| 6M | -14.3% | -6.0% | -8.3% | -10.4% |
| YTD | +196.3% | -5.7% | +202.0% | +204.2% |
| 1Y | +272.6% | -10.0% | +282.6% | +298.8% |
| All | +786.6% | -4.2% | +790.8% | +433.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling