+100.9%
AAOI vs BAM
+4.2%
+96.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.2% | -13.5% | -7.0% |
| 7D | -27.9% | +14.2% | -42.1% | -27.7% |
| 30D | -51.2% | +21.0% | -72.2% | -51.3% |
| 3M | -55.0% | +5.2% | -60.2% | -55.0% |
| 6M | -65.7% | +16.0% | -81.7% | -66.1% |
| YTD | +70.0% | +6.5% | +63.6% | +71.1% |
| 1Y | +100.9% | +4.4% | +96.5% | +115.0% |
| All | +100.9% | +4.2% | +96.7% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling