+804.4%
AAOI vs PBR
+99.7%
+704.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.5% |
| 7D | -0.2% | +5.4% | -5.5% | -3.2% |
| 30D | -23.7% | +22.9% | -46.6% | -32.8% |
| 3M | -39.0% | +19.6% | -58.7% | -46.3% |
| 6M | -17.0% | +16.5% | -33.5% | -26.1% |
| YTD | +202.2% | +86.7% | +115.6% | +99.5% |
| 1Y | +292.4% | +74.7% | +217.7% | +166.8% |
| 3Y | +804.4% | +102.6% | +701.8% | +441.9% |
| All | +804.4% | +99.7% | +704.6% | +441.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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