+100.9%
AAOI vs BSX
-53.7%
+154.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +5.3% | -12.7% | -6.2% |
| 7D | -27.9% | +8.0% | -35.9% | -26.6% |
| 30D | -51.2% | +8.1% | -59.3% | -50.4% |
| 3M | -55.0% | -6.7% | -48.3% | -54.4% |
| 6M | -65.7% | -19.4% | -46.3% | -63.2% |
| YTD | +70.0% | -51.9% | +122.0% | +125.2% |
| 1Y | +100.9% | -53.6% | +154.6% | +166.3% |
| All | +100.9% | -53.7% | +154.6% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 1y: compounded portfolio wealth divided by compounded BSX 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…
1y analysis · Full analysis span regression · 6 months rolling