+957.8%
AAOI vs BND
+28.6%
+929.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -0.2% | -1.0% | +0.9% | +1.0% |
| 30D | -23.7% | -1.1% | -22.6% | -22.8% |
| 3M | -39.0% | -1.9% | -37.2% | -37.7% |
| 6M | -17.0% | -1.6% | -15.4% | -15.2% |
| YTD | +202.2% | -1.2% | +203.5% | +207.3% |
| 1Y | +292.4% | -0.7% | +293.1% | +296.6% |
| 3Y | +804.4% | +12.5% | +791.9% | +679.1% |
| 5Y | +1,318.0% | -2.5% | +1,320.6% | +1,173.2% |
| 10Y | +436.7% | +14.9% | +421.8% | +496.9% |
| All | +957.8% | +28.6% | +929.2% | +1,399.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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