+1,314.2%
AAOI vs NVMI
+261.9%
+1,052.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +0.6% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | -23.7% | -8.4% | -15.3% | -16.5% |
| 3M | -39.0% | -33.6% | -5.5% | -9.4% |
| 6M | -17.0% | -14.7% | -2.4% | -1.7% |
| YTD | +202.2% | +13.2% | +189.0% | +179.0% |
| 1Y | +292.4% | +29.0% | +263.4% | +237.9% |
| 3Y | +804.4% | +215.0% | +589.4% | +316.5% |
| All | +1,314.2% | +261.9% | +1,052.3% | +473.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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