+1,314.2%
AAOI vs BRKR
-39.7%
+1,354.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -0.2% | -8.7% | +8.5% | +3.7% |
| 30D | -23.7% | -9.9% | -13.8% | -20.2% |
| 3M | -39.0% | -3.1% | -35.9% | -40.2% |
| 6M | -17.0% | +45.5% | -62.5% | -36.5% |
| YTD | +202.2% | +13.7% | +188.6% | +160.1% |
| 1Y | +292.4% | +67.4% | +225.0% | +170.4% |
| 3Y | +804.4% | -13.2% | +817.6% | +710.6% |
| All | +1,314.2% | -39.7% | +1,354.0% | +1,286.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling