+102.8%
AAOI vs BABA
+8.5%
+94.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -0.5% | -13.8% | +13.3% | +5.6% |
| 30D | -42.1% | -15.1% | -27.0% | -38.5% |
| 3M | -61.6% | -22.7% | -38.9% | -57.7% |
| 6M | -77.6% | -34.7% | -43.0% | -73.6% |
| YTD | +43.1% | -35.0% | +78.1% | +68.4% |
| 1Y | +138.6% | -40.4% | +179.0% | +191.0% |
| 3Y | +353.5% | +21.9% | +331.6% | +294.3% |
| 5Y | +720.6% | -39.9% | +760.4% | +810.6% |
| All | +102.8% | +8.5% | +94.3% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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