+352.5%
AAOI vs BWA
+59.1%
+293.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.4% | +3.4% |
| 7D | -0.7% | +5.7% | -6.3% | -4.0% |
| 30D | -17.9% | +1.4% | -19.3% | -17.8% |
| 3M | -48.0% | -12.1% | -35.9% | -44.2% |
| 6M | +5.8% | +28.6% | -22.7% | +1.8% |
| YTD | +202.7% | +51.1% | +151.6% | +164.0% |
| 1Y | +352.5% | +55.9% | +296.7% | +283.1% |
| All | +352.5% | +59.1% | +293.5% | +283.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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