+8.2%
NOW vs AAOI
+793.5%
-785.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -2.2% |
| 7D | -4.1% | +4.7% | -8.8% | -4.3% |
| 30D | +2.9% | -18.7% | +21.6% | +3.5% |
| 3M | +22.6% | -33.7% | +56.3% | +23.8% |
| 6M | +7.5% | -2.4% | +10.0% | +4.3% |
| YTD | -14.4% | +209.6% | -224.0% | -25.5% |
| 1Y | -29.8% | +355.0% | -384.8% | -42.0% |
| All | +8.2% | +793.5% | -785.3% | -23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling