+100.9%
AAOI vs BBWI
+2.4%
+98.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +4.1% | -11.5% | -7.4% |
| 7D | -27.9% | +8.8% | -36.7% | -28.0% |
| 30D | -51.2% | +34.8% | -86.1% | -51.8% |
| 3M | -55.0% | +12.9% | -67.9% | -55.1% |
| 6M | -65.7% | +29.6% | -95.3% | -66.2% |
| YTD | +70.0% | +20.8% | +49.2% | +65.5% |
| 1Y | +100.9% | +4.1% | +96.8% | +103.0% |
| All | +100.9% | +2.4% | +98.5% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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