+416.0%
AAOI vs BRKR
+155.3%
+260.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -0.2% | -8.7% | +8.5% | +4.0% |
| 30D | -23.7% | -9.9% | -13.8% | -19.9% |
| 3M | -39.0% | -3.1% | -35.9% | -40.1% |
| 6M | -17.0% | +45.5% | -62.5% | -36.3% |
| YTD | +202.2% | +13.7% | +188.6% | +160.2% |
| 1Y | +292.4% | +67.4% | +225.0% | +172.5% |
| 3Y | +804.4% | -13.2% | +817.6% | +729.6% |
| 5Y | +1,318.0% | -39.5% | +1,357.5% | +1,431.8% |
| All | +416.0% | +155.3% | +260.6% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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