+1,314.2%
AAOI vs NOK
+112.2%
+1,202.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.8% | -2.8% | -2.0% |
| 7D | -0.2% | +11.0% | -11.1% | -8.5% |
| 30D | -23.7% | +7.8% | -31.5% | -27.6% |
| 3M | -39.0% | -21.0% | -18.0% | -24.8% |
| 6M | -17.0% | +40.9% | -57.9% | -29.1% |
| YTD | +202.2% | +72.0% | +130.2% | +132.8% |
| 1Y | +292.4% | +140.9% | +151.5% | +137.9% |
| 3Y | +804.4% | +194.3% | +610.1% | +375.6% |
| All | +1,314.2% | +112.2% | +1,202.1% | +811.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling