+100.9%
AAOI vs U
+17.5%
+83.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +4.9% | -12.2% | -8.2% |
| 7D | -27.9% | +7.5% | -35.4% | -28.9% |
| 30D | -51.2% | -7.0% | -44.2% | -50.5% |
| 3M | -55.0% | +20.6% | -75.5% | -56.2% |
| 6M | -65.7% | +53.2% | -118.9% | -67.5% |
| YTD | +70.0% | -3.9% | +73.9% | +72.3% |
| 1Y | +100.9% | +18.4% | +82.5% | +83.0% |
| All | +100.9% | +17.5% | +83.4% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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