+726.0%
AAOI vs BA
-24.6%
+750.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -0.5% | -1.1% | +0.6% | +0.4% |
| 30D | -42.1% | -7.1% | -35.0% | -39.7% |
| 3M | -61.6% | -25.5% | -36.1% | -53.0% |
| 6M | -77.6% | -28.7% | -48.9% | -71.8% |
| YTD | +43.1% | -21.0% | +64.1% | +65.4% |
| 1Y | +138.6% | -11.9% | +150.5% | +152.5% |
| 3Y | +353.5% | -16.2% | +369.7% | +385.8% |
| All | +726.0% | -24.6% | +750.6% | +777.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling