+1,022.8%
NBIS vs AAOI
+467.4%
+555.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.6% | -2.1% |
| 7D | -0.8% | -0.2% | -0.7% | -0.7% |
| 30D | -13.4% | -23.7% | +10.3% | -6.8% |
| 3M | +1.0% | -39.0% | +40.1% | +13.7% |
| 6M | +100.5% | -17.0% | +117.5% | +99.2% |
| YTD | +168.3% | +202.2% | -34.0% | +73.9% |
| 1Y | +151.8% | +292.4% | -140.6% | +44.8% |
| All | +1,022.8% | +467.4% | +555.4% | +516.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 all: compounded portfolio wealth divided by compounded AAOI 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…
all analysis · Full analysis span regression · 6 months rolling