+100.9%
AAOI vs NWSA
+18.2%
+82.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.7% | -11.1% | -4.0% |
| 7D | -27.9% | +4.3% | -32.2% | -24.9% |
| 30D | -51.2% | +5.6% | -56.8% | -48.3% |
| 3M | -55.0% | +7.3% | -62.2% | -51.3% |
| 6M | -65.7% | +18.8% | -84.6% | -60.4% |
| YTD | +70.0% | +17.9% | +52.1% | +102.7% |
| 1Y | +100.9% | +19.3% | +81.6% | +138.3% |
| All | +100.9% | +18.2% | +82.7% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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