+416.0%
AAOI vs BBWI
-55.0%
+470.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.4% | -4.4% | +0.1% |
| 7D | -0.2% | -4.8% | +4.7% | +1.2% |
| 30D | -23.7% | +3.5% | -27.2% | -25.1% |
| 3M | -39.0% | -0.3% | -38.7% | -40.1% |
| 6M | -17.0% | -5.4% | -11.7% | -18.8% |
| YTD | +202.2% | -4.7% | +207.0% | +192.3% |
| 1Y | +292.4% | -30.5% | +322.9% | +314.3% |
| 3Y | +804.4% | -44.3% | +848.7% | +923.3% |
| 5Y | +1,318.0% | -66.9% | +1,384.9% | +1,651.5% |
| All | +416.0% | -55.0% | +470.9% | +409.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling