+804.4%
AAOI vs NWSA
+43.3%
+761.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -0.2% | -2.8% | +2.6% | +1.9% |
| 30D | -23.7% | +3.0% | -26.7% | -26.1% |
| 3M | -39.0% | +12.3% | -51.3% | -47.6% |
| 6M | -17.0% | +21.9% | -38.9% | -36.0% |
| YTD | +202.2% | +13.6% | +188.7% | +146.3% |
| 1Y | +292.4% | +0.5% | +291.9% | +281.5% |
| 3Y | +804.4% | +43.8% | +760.6% | +463.7% |
| All | +804.4% | +43.3% | +761.1% | +463.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling