+416.0%
AAOI vs BNS
+188.9%
+227.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.5% |
| 7D | -0.2% | -0.4% | +0.2% | +0.1% |
| 30D | -23.7% | +3.5% | -27.2% | -25.7% |
| 3M | -39.0% | +14.1% | -53.1% | -45.1% |
| 6M | -17.0% | +33.8% | -50.8% | -34.0% |
| YTD | +202.2% | +29.5% | +172.8% | +143.8% |
| 1Y | +292.4% | +48.4% | +244.0% | +184.9% |
| 3Y | +804.4% | +129.6% | +674.8% | +377.7% |
| 5Y | +1,318.0% | +96.1% | +1,222.0% | +723.0% |
| All | +416.0% | +188.9% | +227.1% | +161.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 10y: compounded portfolio wealth divided by compounded BNS 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…
10y analysis · Full analysis span regression · 6 months rolling