Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AAOI vs TRV✓SelectedUSD · TRVAAOI vs TRV performance historyLatest closeAs of+5.13%09/04
Stock and ETF performance explorer

AAOI vs TRV

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+352.5%
TRV return
+34.7%
Excess return
+317.8%
Maximum drawdown
-65.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioTRVExcessAlpha
1D+5.1%-1.3%+6.5%+3.2%
7D-0.7%-0.1%-0.5%-0.7%
30D-17.9%-3.4%-14.5%-21.3%
3M-48.0%+26.4%-74.4%-21.3%
6M+5.8%+19.3%-13.5%+51.0%
YTD+202.7%+28.3%+174.4%+385.2%
1Y+352.5%+34.3%+318.2%+665.4%
All+352.5%+34.7%+317.8%+665.4%

Cumulative growth

Daily Returns

Daily percentage return beside TRV.

Daily Out/Under-Performance

Portfolio return minus TRV return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × TRV 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 TRV 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