+48.8%
AAOI vs BKR
+1.2%
+47.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -7.4% | -13.5% | -12.9% |
| 7D | -40.8% | -15.2% | -25.5% | -28.6% |
| 30D | -64.0% | -19.1% | -44.8% | -54.9% |
| 3M | -63.5% | -24.8% | -38.7% | -50.8% |
| 6M | -74.0% | -31.6% | -42.4% | -60.8% |
| YTD | +34.5% | +2.5% | +32.0% | +71.0% |
| 1Y | +48.8% | -0.7% | +49.5% | +84.3% |
| All | +48.8% | +1.2% | +47.6% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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