+272.6%
AAOI vs BURL
-15.3%
+287.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | +2.9% | -7.9% | +10.8% | +4.0% |
| 30D | -23.1% | -33.7% | +10.6% | -19.2% |
| 3M | -41.0% | -27.2% | -13.8% | -39.6% |
| 6M | -14.3% | -22.1% | +7.8% | -13.6% |
| YTD | +196.3% | -17.6% | +213.9% | +191.0% |
| 1Y | +272.6% | -14.9% | +287.5% | +239.4% |
| All | +272.6% | -15.3% | +287.9% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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