+416.0%
AAOI vs BX
+673.1%
-257.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +0.4% |
| 7D | -0.2% | -5.6% | +5.5% | +3.7% |
| 30D | -23.7% | -12.2% | -11.5% | -17.7% |
| 3M | -39.0% | +7.4% | -46.4% | -42.9% |
| 6M | -17.0% | +22.2% | -39.2% | -30.7% |
| YTD | +202.2% | -14.0% | +216.2% | +216.4% |
| 1Y | +292.4% | -27.3% | +319.7% | +368.0% |
| 3Y | +804.4% | +24.5% | +779.8% | +722.7% |
| 5Y | +1,318.0% | +18.9% | +1,299.2% | +1,161.1% |
| All | +416.0% | +673.1% | -257.1% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 10y: compounded portfolio wealth divided by compounded BX 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…
10y analysis · Full analysis span regression · 6 months rolling