+804.4%
AAOI vs BMY
+20.6%
+783.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -0.2% | -4.8% | +4.6% | -0.8% |
| 30D | -23.7% | -0.1% | -23.6% | -23.7% |
| 3M | -39.0% | +13.1% | -52.1% | -38.1% |
| 6M | -17.0% | +8.4% | -25.5% | -15.9% |
| YTD | +202.2% | +22.0% | +180.3% | +207.4% |
| 1Y | +292.4% | +40.3% | +252.1% | +299.3% |
| 3Y | +804.4% | +20.5% | +783.9% | +1,039.9% |
| All | +804.4% | +20.6% | +783.7% | +1,039.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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