+416.0%
AAOI vs BIL
+25.3%
+390.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | +0.1% | -0.2% | -0.2% |
| 30D | -23.7% | +0.3% | -24.0% | -24.0% |
| 3M | -39.0% | +0.9% | -39.9% | -40.0% |
| 6M | -17.0% | +1.8% | -18.9% | -21.8% |
| YTD | +202.2% | +2.5% | +199.7% | +177.4% |
| 1Y | +292.4% | +3.7% | +288.7% | +244.0% |
| 3Y | +804.4% | +14.1% | +790.2% | +452.0% |
| 5Y | +1,318.0% | +19.5% | +1,298.6% | +775.6% |
| All | +416.0% | +25.3% | +390.7% | +375.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling