+48.8%
AAOI vs NVS
+34.0%
+14.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -1.8% | -19.0% | -21.8% |
| 7D | -40.8% | +0.5% | -41.3% | -40.6% |
| 30D | -64.0% | +15.0% | -79.0% | -61.1% |
| 3M | -63.5% | +4.8% | -68.4% | -61.5% |
| 6M | -74.0% | +11.3% | -85.3% | -72.5% |
| YTD | +34.5% | +21.0% | +13.5% | +42.7% |
| 1Y | +48.8% | +33.0% | +15.9% | +57.0% |
| All | +48.8% | +34.0% | +14.8% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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