-25.1%
NOW vs AAOI
+719.2%
-744.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.6% | +7.2% | +2.0% |
| 7D | +0.3% | -0.5% | +0.8% | +0.2% |
| 30D | -27.0% | -42.1% | +15.2% | -24.6% |
| 3M | -19.6% | -61.6% | +42.0% | -15.5% |
| 6M | +17.5% | -77.6% | +95.1% | +26.4% |
| YTD | -33.3% | +43.1% | -76.4% | -41.5% |
| 1Y | -39.8% | +138.6% | -178.4% | -50.3% |
| 3Y | -19.9% | +353.5% | -373.5% | -45.6% |
| All | -25.1% | +719.2% | -744.3% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling