+957.8%
AAOI vs BMY
+109.6%
+848.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -0.2% | -4.8% | +4.6% | +0.4% |
| 30D | -23.7% | -0.1% | -23.6% | -23.9% |
| 3M | -39.0% | +13.1% | -52.1% | -40.4% |
| 6M | -17.0% | +8.4% | -25.5% | -18.8% |
| YTD | +202.2% | +22.0% | +180.3% | +190.4% |
| 1Y | +292.4% | +40.3% | +252.1% | +267.3% |
| 3Y | +804.4% | +20.5% | +783.9% | +755.9% |
| 5Y | +1,318.0% | +23.7% | +1,294.3% | +1,216.4% |
| 10Y | +436.7% | +62.6% | +374.1% | +362.0% |
| All | +957.8% | +109.6% | +848.3% | +829.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling