+100.9%
AAOI vs NU
-24.1%
+125.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.3% | -10.6% | -8.8% |
| 7D | -27.9% | +0.2% | -28.1% | -27.9% |
| 30D | -51.2% | -21.0% | -30.2% | -46.1% |
| 3M | -55.0% | -16.3% | -38.6% | -52.1% |
| 6M | -65.7% | -15.3% | -50.4% | -62.7% |
| YTD | +70.0% | -28.4% | +98.4% | +104.7% |
| 1Y | +100.9% | -24.1% | +125.0% | +112.1% |
| All | +100.9% | -24.1% | +125.0% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling