+343.3%
AAOI vs NI
+142.3%
+201.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.8% | -8.3% | -8.8% |
| 7D | -9.3% | -0.8% | -8.5% | -9.0% |
| 30D | -36.3% | -3.4% | -32.9% | -35.5% |
| 3M | -43.4% | -12.4% | -30.9% | -41.0% |
| 6M | -1.1% | -12.2% | +11.1% | +2.9% |
| YTD | +174.7% | +0.3% | +174.4% | +174.7% |
| 1Y | +253.7% | +2.8% | +250.9% | +252.0% |
| 3Y | +881.7% | +62.5% | +819.1% | +783.4% |
| 5Y | +1,228.2% | +98.8% | +1,129.4% | +1,036.2% |
| 10Y | +343.3% | +141.0% | +202.3% | +274.0% |
| All | +343.3% | +142.3% | +201.0% | +274.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling