+1,314.2%
AAOI vs BUD
+44.8%
+1,269.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.9% |
| 7D | -0.2% | -2.6% | +2.5% | +0.2% |
| 30D | -23.7% | -1.2% | -22.5% | -23.7% |
| 3M | -39.0% | -4.9% | -34.1% | -38.9% |
| 6M | -17.0% | +9.3% | -26.3% | -19.5% |
| YTD | +202.2% | +24.0% | +178.3% | +185.1% |
| 1Y | +292.4% | +34.5% | +257.9% | +260.8% |
| 3Y | +804.4% | +43.7% | +760.7% | +710.7% |
| All | +1,314.2% | +44.8% | +1,269.5% | +1,080.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling