+804.4%
AAOI vs BLK
+66.0%
+738.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | 0.0% |
| 7D | -0.2% | -3.3% | +3.1% | +4.0% |
| 30D | -23.7% | -6.5% | -17.2% | -18.2% |
| 3M | -39.0% | +6.7% | -45.8% | -46.7% |
| 6M | -17.0% | +14.7% | -31.8% | -36.3% |
| YTD | +202.2% | +2.5% | +199.7% | +160.1% |
| 1Y | +292.4% | -2.8% | +295.2% | +280.0% |
| 3Y | +804.4% | +65.9% | +738.5% | +239.7% |
| All | +804.4% | +66.0% | +738.4% | +239.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 3y: compounded portfolio wealth divided by compounded BLK 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…
3y analysis · Full analysis span regression · 6 months rolling