+957.8%
AAOI vs BKR
+129.3%
+828.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.3% |
| 7D | -0.2% | -7.0% | +6.8% | +3.3% |
| 30D | -23.7% | -8.1% | -15.6% | -20.5% |
| 3M | -39.0% | -6.6% | -32.4% | -36.9% |
| 6M | -17.0% | +0.9% | -17.9% | -15.7% |
| YTD | +202.2% | +31.1% | +171.1% | +172.7% |
| 1Y | +292.4% | +27.7% | +264.7% | +258.0% |
| 3Y | +804.4% | +71.2% | +733.2% | +645.3% |
| 5Y | +1,318.0% | +177.6% | +1,140.4% | +837.3% |
| 10Y | +436.7% | +122.7% | +314.1% | +230.2% |
| All | +957.8% | +129.3% | +828.6% | +572.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling