+292.4%
AAOI vs ACWI
+19.8%
+272.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | -1.7% |
| 7D | -0.2% | -1.0% | +0.9% | +4.0% |
| 30D | -23.7% | -0.9% | -22.8% | -20.8% |
| 3M | -39.0% | +3.5% | -42.5% | -43.8% |
| 6M | -17.0% | +12.8% | -29.9% | -41.0% |
| YTD | +202.2% | +14.0% | +188.2% | +90.1% |
| 1Y | +292.4% | +19.2% | +273.2% | +91.0% |
| All | +292.4% | +19.8% | +272.6% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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