+4,902.2%
AAOI vs BAM
+71.9%
+4,830.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.4% | +9.1% | +9.4% |
| 7D | +7.9% | -1.6% | +9.5% | +9.4% |
| 30D | -17.8% | -6.0% | -11.8% | -13.7% |
| 3M | -43.3% | +7.3% | -50.6% | -49.8% |
| 6M | +16.7% | +8.2% | +8.5% | -0.1% |
| YTD | +220.0% | -3.8% | +223.8% | +201.2% |
| 1Y | +372.1% | -10.7% | +382.8% | +405.4% |
| 3Y | +845.3% | +55.3% | +790.0% | +441.7% |
| All | +4,902.2% | +71.9% | +4,830.4% | +2,456.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling