+957.8%
AAOI vs BDX
+184.9%
+772.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.8% |
| 7D | -0.2% | -3.2% | +3.0% | +0.6% |
| 30D | -23.7% | -2.5% | -21.1% | -23.3% |
| 3M | -39.0% | +21.4% | -60.4% | -43.0% |
| 6M | -17.0% | +10.4% | -27.5% | -20.6% |
| YTD | +202.2% | +18.8% | +183.4% | +180.8% |
| 1Y | +292.4% | +21.7% | +270.7% | +260.9% |
| 3Y | +804.4% | -10.0% | +814.3% | +807.4% |
| 5Y | +1,318.0% | -1.8% | +1,319.8% | +1,238.7% |
| 10Y | +436.7% | +58.8% | +378.0% | +291.7% |
| All | +957.8% | +184.9% | +772.9% | +565.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling