+416.0%
AAOI vs UAL
+112.5%
+303.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.8% |
| 7D | -0.2% | -1.4% | +1.2% | +0.3% |
| 30D | -23.7% | -12.2% | -11.5% | -19.9% |
| 3M | -39.0% | -2.5% | -36.5% | -38.3% |
| 6M | -17.0% | +21.1% | -38.2% | -24.1% |
| YTD | +202.2% | -1.8% | +204.0% | +193.6% |
| 1Y | +292.4% | +0.4% | +292.0% | +280.5% |
| 3Y | +804.4% | +130.3% | +674.1% | +564.0% |
| 5Y | +1,318.0% | +147.7% | +1,170.4% | +895.7% |
| All | +416.0% | +112.5% | +303.5% | +300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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