+352.5%
AAOI vs BUD
+36.8%
+315.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.2% |
| 7D | -0.7% | +0.3% | -0.9% | -0.5% |
| 30D | -17.9% | -5.7% | -12.2% | -19.6% |
| 3M | -48.0% | +3.1% | -51.1% | -47.4% |
| 6M | +5.8% | +7.9% | -2.0% | +3.6% |
| YTD | +202.7% | +27.3% | +175.4% | +292.5% |
| 1Y | +352.5% | +37.8% | +314.7% | +583.9% |
| All | +352.5% | +36.8% | +315.7% | +583.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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