+959.5%
AAOI vs BA
+110.0%
+849.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.8% |
| 7D | -0.7% | +1.2% | -1.8% | -1.2% |
| 30D | -17.9% | -11.6% | -6.3% | -13.0% |
| 3M | -48.0% | -2.4% | -45.6% | -47.2% |
| 6M | +5.8% | -6.6% | +12.5% | +8.6% |
| YTD | +202.7% | -2.2% | +205.0% | +204.7% |
| 1Y | +352.5% | -8.0% | +360.5% | +367.3% |
| 3Y | +657.0% | -5.0% | +662.0% | +671.6% |
| 5Y | +1,267.0% | -2.7% | +1,269.7% | +1,242.9% |
| 10Y | +502.7% | +75.9% | +426.8% | +250.9% |
| All | +959.5% | +110.0% | +849.6% | +519.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling