+1,314.2%
AAOI vs NVO
-4.3%
+1,318.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.5% |
| 7D | -0.2% | -7.6% | +7.4% | +1.8% |
| 30D | -23.7% | -6.0% | -17.7% | -22.8% |
| 3M | -39.0% | -0.8% | -38.2% | -40.4% |
| 6M | -17.0% | +16.5% | -33.5% | -22.9% |
| YTD | +202.2% | -11.1% | +213.4% | +195.7% |
| 1Y | +292.4% | -16.7% | +309.1% | +293.7% |
| 3Y | +804.4% | -52.9% | +857.3% | +946.7% |
| All | +1,314.2% | -4.3% | +1,318.5% | +1,099.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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