+100.9%
AAOI vs BG
+7.2%
+93.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.4% | -9.8% | -8.0% |
| 7D | -27.9% | -3.8% | -24.2% | -27.1% |
| 30D | -51.2% | -9.6% | -41.6% | -49.9% |
| 3M | -55.0% | -8.5% | -46.4% | -54.4% |
| 6M | -65.7% | -23.0% | -42.7% | -61.9% |
| YTD | +70.0% | +10.9% | +59.1% | +119.6% |
| 1Y | +100.9% | +6.0% | +95.0% | +150.3% |
| All | +100.9% | +7.2% | +93.7% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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