+1,314.2%
AAOI vs BEN
+36.0%
+1,278.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -3.1% | +2.9% | +2.7% |
| 30D | -23.7% | +0.2% | -23.9% | -23.8% |
| 3M | -39.0% | +6.8% | -45.9% | -42.0% |
| 6M | -17.0% | +38.1% | -55.1% | -36.9% |
| YTD | +202.2% | +44.3% | +157.9% | +114.3% |
| 1Y | +292.4% | +42.6% | +249.8% | +182.0% |
| 3Y | +804.4% | +52.3% | +752.1% | +517.6% |
| All | +1,314.2% | +36.0% | +1,278.2% | +946.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling