-14.3%
AAOI vs BWA
+24.5%
-38.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -5.2% |
| 7D | +2.9% | -0.1% | +3.0% | +2.8% |
| 30D | -23.1% | -5.5% | -17.6% | -16.3% |
| 3M | -41.0% | -7.6% | -33.4% | -34.5% |
| 6M | -14.3% | +25.0% | -39.2% | -34.4% |
| All | -14.3% | +24.5% | -38.8% | -34.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling