+352.5%
AAOI vs ITUB
+30.8%
+321.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.5% |
| 7D | -0.7% | +8.7% | -9.4% | -4.4% |
| 30D | -17.9% | -0.7% | -17.2% | -17.7% |
| 3M | -48.0% | +7.8% | -55.8% | -49.6% |
| 6M | +5.8% | -3.4% | +9.2% | +8.1% |
| YTD | +202.7% | +16.3% | +186.4% | +177.9% |
| 1Y | +352.5% | +29.8% | +322.7% | +254.5% |
| All | +352.5% | +30.8% | +321.8% | +254.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling