+1,314.2%
AAOI vs NVT
+419.5%
+894.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | -3.0% |
| 7D | -0.2% | +4.1% | -4.2% | -4.3% |
| 30D | -23.7% | -5.1% | -18.6% | -18.7% |
| 3M | -39.0% | -1.2% | -37.9% | -35.5% |
| 6M | -17.0% | +46.6% | -63.6% | -39.4% |
| YTD | +202.2% | +60.0% | +142.2% | +101.8% |
| 1Y | +292.4% | +70.8% | +221.6% | +153.7% |
| 3Y | +804.4% | +187.5% | +616.8% | +293.7% |
| All | +1,314.2% | +419.5% | +894.7% | +368.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling