+937.0%
AAOI vs BEN
+15.0%
+922.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.4% |
| 7D | +2.9% | +0.3% | +2.6% | +2.8% |
| 30D | -23.1% | +0.9% | -24.0% | -23.6% |
| 3M | -41.0% | +9.2% | -50.2% | -44.1% |
| 6M | -14.3% | +36.8% | -51.1% | -30.2% |
| YTD | +196.3% | +44.4% | +151.9% | +127.8% |
| 1Y | +272.6% | +45.8% | +226.8% | +185.1% |
| 3Y | +775.3% | +52.5% | +722.8% | +568.9% |
| 5Y | +1,290.2% | +37.7% | +1,252.5% | +1,022.2% |
| 10Y | +426.2% | +55.4% | +370.7% | +266.3% |
| All | +937.0% | +15.0% | +922.1% | +803.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling