+804.4%
AAOI vs BX
+25.1%
+779.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | -0.3% |
| 7D | -0.2% | -5.6% | +5.5% | +5.4% |
| 30D | -23.7% | -12.2% | -11.5% | -15.0% |
| 3M | -39.0% | +7.4% | -46.4% | -45.0% |
| 6M | -17.0% | +22.2% | -39.2% | -38.4% |
| YTD | +202.2% | -14.0% | +216.2% | +230.1% |
| 1Y | +292.4% | -27.3% | +319.7% | +442.9% |
| 3Y | +804.4% | +24.5% | +779.8% | +549.3% |
| All | +804.4% | +25.1% | +779.3% | +549.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling