+804.4%
AAOI vs NI
+68.9%
+735.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | 0.0% | -0.2% | -0.1% |
| 30D | -23.7% | -1.4% | -22.3% | -22.7% |
| 3M | -39.0% | -10.6% | -28.4% | -34.1% |
| 6M | -17.0% | -9.3% | -7.7% | -11.8% |
| YTD | +202.2% | +1.1% | +201.1% | +196.0% |
| 1Y | +292.4% | +3.4% | +289.0% | +280.6% |
| 3Y | +804.4% | +67.9% | +736.5% | +559.7% |
| All | +804.4% | +68.9% | +735.4% | +559.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling