+957.8%
AAOI vs NUE
+609.8%
+348.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.5% | +1.2% |
| 7D | -0.2% | -0.6% | +0.5% | +0.1% |
| 30D | -23.7% | -4.6% | -19.1% | -21.9% |
| 3M | -39.0% | -0.3% | -38.7% | -39.5% |
| 6M | -17.0% | +51.9% | -68.9% | -33.5% |
| YTD | +202.2% | +60.0% | +142.3% | +135.5% |
| 1Y | +292.4% | +82.9% | +209.5% | +188.5% |
| 3Y | +804.4% | +66.0% | +738.4% | +590.2% |
| 5Y | +1,318.0% | +149.0% | +1,169.1% | +738.2% |
| 10Y | +436.7% | +588.3% | -151.6% | +56.1% |
| All | +957.8% | +609.8% | +348.0% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 all: compounded portfolio wealth divided by compounded NUE 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…
all analysis · Full analysis span regression · 6 months rolling