+804.4%
AAOI vs NU
+107.4%
+697.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.7% | +4.1% |
| 7D | -0.2% | -4.9% | +4.7% | +3.7% |
| 30D | -23.7% | +7.8% | -31.5% | -28.5% |
| 3M | -39.0% | +20.9% | -59.9% | -47.5% |
| 6M | -17.0% | +0.9% | -17.9% | -19.6% |
| YTD | +202.2% | -12.7% | +214.9% | +227.2% |
| 1Y | +292.4% | -6.4% | +298.8% | +305.9% |
| 3Y | +804.4% | +98.1% | +706.3% | +421.1% |
| All | +804.4% | +107.4% | +697.0% | +421.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling