+292.4%
AAOI vs U
+1.1%
+291.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | +1.0% |
| 7D | -0.2% | +5.5% | -5.7% | -1.3% |
| 30D | -23.7% | -1.3% | -22.4% | -23.6% |
| 3M | -39.0% | +64.6% | -103.6% | -45.3% |
| 6M | -17.0% | +119.4% | -136.4% | -29.8% |
| YTD | +202.2% | -0.5% | +202.7% | +211.9% |
| 1Y | +292.4% | +1.3% | +291.1% | +288.3% |
| All | +292.4% | +1.1% | +291.3% | +288.3% |
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