+959.5%
AAOI vs ACWI
+283.7%
+675.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.2% |
| 7D | -0.7% | +0.5% | -1.2% | -1.6% |
| 30D | -17.9% | +0.9% | -18.8% | -18.9% |
| 3M | -48.0% | +2.4% | -50.4% | -48.5% |
| 6M | +5.8% | +12.4% | -6.5% | -9.0% |
| YTD | +202.7% | +15.2% | +187.6% | +149.9% |
| 1Y | +352.5% | +22.7% | +329.8% | +246.6% |
| 3Y | +657.0% | +75.8% | +581.2% | +292.5% |
| 5Y | +1,267.0% | +67.7% | +1,199.2% | +680.9% |
| 10Y | +502.7% | +229.0% | +273.7% | +43.9% |
| All | +959.5% | +283.7% | +675.8% | +122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling