+416.0%
AAOI vs NOK
+144.6%
+271.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.8% | -2.8% | -0.9% |
| 7D | -0.2% | +11.0% | -11.1% | -6.2% |
| 30D | -23.7% | +7.8% | -31.5% | -26.5% |
| 3M | -39.0% | -21.0% | -18.0% | -28.3% |
| 6M | -17.0% | +40.9% | -57.9% | -25.8% |
| YTD | +202.2% | +72.0% | +130.2% | +148.9% |
| 1Y | +292.4% | +140.9% | +151.5% | +169.8% |
| 3Y | +804.4% | +194.3% | +610.1% | +459.0% |
| 5Y | +1,318.0% | +112.5% | +1,205.5% | +911.3% |
| All | +416.0% | +144.6% | +271.4% | +200.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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