+352.5%
AAOI vs BDX
+27.3%
+325.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.7% | +3.8% |
| 7D | -0.7% | -2.5% | +1.9% | -2.7% |
| 30D | -17.9% | +8.3% | -26.2% | -11.8% |
| 3M | -48.0% | +24.4% | -72.4% | -35.6% |
| 6M | +5.8% | +9.2% | -3.3% | +36.8% |
| YTD | +202.7% | +22.7% | +180.0% | +286.6% |
| 1Y | +352.5% | +25.9% | +326.7% | +510.0% |
| All | +352.5% | +27.3% | +325.2% | +510.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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