+804.4%
AAOI vs BEN
+51.0%
+753.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -3.1% | +2.9% | +3.2% |
| 30D | -23.7% | +0.2% | -23.9% | -23.9% |
| 3M | -39.0% | +6.8% | -45.9% | -42.5% |
| 6M | -17.0% | +38.1% | -55.1% | -39.6% |
| YTD | +202.2% | +44.3% | +157.9% | +100.2% |
| 1Y | +292.4% | +42.6% | +249.8% | +164.0% |
| 3Y | +804.4% | +52.3% | +752.1% | +433.9% |
| All | +804.4% | +51.0% | +753.4% | +433.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling