+804.4%
AAOI vs NVS
+54.2%
+750.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +1.9% |
| 7D | -0.2% | -14.3% | +14.1% | -5.4% |
| 30D | -23.7% | -10.0% | -13.7% | -26.0% |
| 3M | -39.0% | -10.9% | -28.1% | -40.8% |
| 6M | -17.0% | -12.0% | -5.1% | -19.5% |
| YTD | +202.2% | +2.5% | +199.7% | +208.4% |
| 1Y | +292.4% | +10.7% | +281.7% | +311.4% |
| 3Y | +804.4% | +53.3% | +751.1% | +986.7% |
| All | +804.4% | +54.2% | +750.2% | +986.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling