+983.6%
AAOI vs BIL
+25.0%
+958.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +4.7% | +0.1% | +4.6% | +4.5% |
| 30D | -18.7% | +0.3% | -19.0% | -19.1% |
| 3M | -33.7% | +0.9% | -34.6% | -34.9% |
| 6M | -2.4% | +1.8% | -4.2% | -7.7% |
| YTD | +209.6% | +2.5% | +207.2% | +186.9% |
| 1Y | +355.0% | +3.7% | +351.3% | +306.7% |
| 3Y | +814.7% | +14.1% | +800.6% | +534.3% |
| 5Y | +1,298.1% | +19.4% | +1,278.6% | +890.3% |
| 10Y | +449.8% | +25.2% | +424.6% | +351.5% |
| All | +983.6% | +25.0% | +958.6% | +824.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling