+416.0%
AAOI vs MUB
+17.2%
+398.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.2% |
| 7D | -0.2% | -0.8% | +0.7% | +1.5% |
| 30D | -23.7% | -2.4% | -21.3% | -20.2% |
| 3M | -39.0% | -2.8% | -36.2% | -35.6% |
| 6M | -17.0% | -2.2% | -14.8% | -13.1% |
| YTD | +202.2% | -1.6% | +203.8% | +212.5% |
| 1Y | +292.4% | 0.0% | +292.4% | +294.1% |
| 3Y | +804.4% | +7.9% | +796.5% | +707.5% |
| 5Y | +1,318.0% | +1.2% | +1,316.8% | +1,236.7% |
| All | +416.0% | +17.2% | +398.8% | +305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling