+1,314.2%
AAOI vs BAH
+2.5%
+1,311.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.9% |
| 7D | -0.2% | +4.3% | -4.4% | -1.1% |
| 30D | -23.7% | -2.5% | -21.2% | -23.5% |
| 3M | -39.0% | -0.9% | -38.1% | -39.0% |
| 6M | -17.0% | +1.5% | -18.5% | -18.1% |
| YTD | +202.2% | -8.0% | +210.2% | +199.4% |
| 1Y | +292.4% | -24.7% | +317.1% | +322.1% |
| 3Y | +804.4% | -28.4% | +832.8% | +886.3% |
| All | +1,314.2% | +2.5% | +1,311.7% | +1,153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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