+937.0%
AAOI vs MUB
+36.4%
+900.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -3.3% |
| 7D | +2.9% | -1.2% | +4.1% | +4.8% |
| 30D | -23.1% | -2.8% | -20.3% | -20.0% |
| 3M | -41.0% | -3.1% | -38.0% | -38.3% |
| 6M | -14.3% | -2.9% | -11.4% | -10.4% |
| YTD | +196.3% | -2.0% | +198.3% | +206.0% |
| 1Y | +272.6% | 0.0% | +272.6% | +274.5% |
| 3Y | +775.3% | +7.4% | +767.9% | +712.3% |
| 5Y | +1,290.2% | +0.8% | +1,289.4% | +1,215.2% |
| 10Y | +426.2% | +16.7% | +409.5% | +481.2% |
| All | +937.0% | +36.4% | +900.7% | +1,432.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling