+352.5%
AAOI vs BKR
+42.5%
+310.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.4% |
| 7D | -0.7% | +1.7% | -2.4% | -2.5% |
| 30D | -17.9% | +3.3% | -21.3% | -20.9% |
| 3M | -48.0% | -3.6% | -44.4% | -45.3% |
| 6M | +5.8% | +5.0% | +0.8% | +5.3% |
| YTD | +202.7% | +40.9% | +161.8% | +151.1% |
| 1Y | +352.5% | +39.2% | +313.3% | +295.0% |
| All | +352.5% | +42.5% | +310.1% | +295.0% |
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