+1,248.2%
NOW vs AAOI
+955.3%
+292.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.1% | -8.1% | -3.4% |
| 7D | -2.4% | -0.7% | -1.7% | -2.4% |
| 30D | +20.5% | -17.9% | +38.4% | +21.8% |
| 3M | +18.3% | -48.0% | +66.3% | +22.5% |
| 6M | +24.1% | +5.8% | +18.2% | +16.5% |
| YTD | -7.8% | +202.7% | -210.5% | -24.4% |
| 1Y | -21.4% | +352.5% | -373.9% | -39.7% |
| 3Y | +19.5% | +657.0% | -637.5% | -24.6% |
| 5Y | +4.1% | +1,267.0% | -1,262.9% | -47.0% |
| 10Y | +826.4% | +502.7% | +323.7% | +332.6% |
| All | +1,248.2% | +955.3% | +292.9% | +475.1% |
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