+1,314.2%
AAOI vs BKR
+172.8%
+1,141.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.4% |
| 7D | -0.2% | -7.0% | +6.8% | +4.6% |
| 30D | -23.7% | -8.1% | -15.6% | -19.3% |
| 3M | -39.0% | -6.6% | -32.4% | -36.2% |
| 6M | -17.0% | +0.9% | -17.9% | -15.2% |
| YTD | +202.2% | +31.1% | +171.1% | +165.0% |
| 1Y | +292.4% | +27.7% | +264.7% | +248.6% |
| 3Y | +804.4% | +71.2% | +733.2% | +616.9% |
| All | +1,314.2% | +172.8% | +1,141.4% | +891.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling