+292.4%
AAOI vs NVT
+71.6%
+220.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | -4.5% |
| 7D | -0.2% | +4.1% | -4.2% | -5.7% |
| 30D | -23.7% | -5.1% | -18.6% | -17.2% |
| 3M | -39.0% | -1.2% | -37.9% | -35.6% |
| 6M | -17.0% | +46.6% | -63.6% | -46.4% |
| YTD | +202.2% | +60.0% | +142.2% | +62.0% |
| 1Y | +292.4% | +70.8% | +221.6% | +87.0% |
| All | +292.4% | +71.6% | +220.8% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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