+292.4%
AAOI vs BDX
+22.7%
+269.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +2.7% |
| 7D | -0.2% | -3.2% | +3.0% | -2.7% |
| 30D | -23.7% | -2.5% | -21.1% | -25.1% |
| 3M | -39.0% | +21.4% | -60.4% | -27.0% |
| 6M | -17.0% | +10.4% | -27.5% | +3.3% |
| YTD | +202.2% | +18.8% | +183.4% | +270.3% |
| 1Y | +292.4% | +21.7% | +270.7% | +412.7% |
| All | +292.4% | +22.7% | +269.7% | +412.7% |
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