+1,314.2%
AAOI vs NVS
+92.9%
+1,221.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +1.9% |
| 7D | -0.2% | -14.3% | +14.1% | -4.9% |
| 30D | -23.7% | -10.0% | -13.7% | -25.8% |
| 3M | -39.0% | -10.9% | -28.1% | -40.6% |
| 6M | -17.0% | -12.0% | -5.1% | -19.3% |
| YTD | +202.2% | +2.5% | +199.7% | +208.1% |
| 1Y | +292.4% | +10.7% | +281.7% | +309.9% |
| 3Y | +804.4% | +53.3% | +751.1% | +966.8% |
| All | +1,314.2% | +92.9% | +1,221.3% | +1,665.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling