+957.8%
AAOI vs BN
+412.1%
+545.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.6% |
| 7D | -0.2% | -5.2% | +5.0% | +4.3% |
| 30D | -23.7% | -14.5% | -9.2% | -13.7% |
| 3M | -39.0% | -15.0% | -24.0% | -30.7% |
| 6M | -17.0% | -5.4% | -11.6% | -14.9% |
| YTD | +202.2% | -16.4% | +218.7% | +232.2% |
| 1Y | +292.4% | -16.2% | +308.6% | +341.1% |
| 3Y | +804.4% | +67.5% | +736.9% | +551.0% |
| 5Y | +1,318.0% | +34.1% | +1,283.9% | +1,070.7% |
| 10Y | +436.7% | +261.8% | +174.9% | +117.8% |
| All | +957.8% | +412.1% | +545.7% | +276.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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