+1,314.2%
AAOI vs NWSA
+40.0%
+1,274.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -0.2% | -2.8% | +2.6% | +1.3% |
| 30D | -23.7% | +3.0% | -26.7% | -25.3% |
| 3M | -39.0% | +12.3% | -51.3% | -44.8% |
| 6M | -17.0% | +21.9% | -38.9% | -29.4% |
| YTD | +202.2% | +13.6% | +188.7% | +165.4% |
| 1Y | +292.4% | +0.5% | +291.9% | +278.0% |
| 3Y | +804.4% | +43.8% | +760.6% | +649.1% |
| All | +1,314.2% | +40.0% | +1,274.2% | +922.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling