+786.6%
AAOI vs UAL
+123.7%
+662.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.9% |
| 7D | +2.9% | -2.0% | +4.9% | +4.2% |
| 30D | -23.1% | -15.7% | -7.4% | -14.2% |
| 3M | -41.0% | +3.6% | -44.6% | -42.5% |
| 6M | -14.3% | +16.9% | -31.2% | -26.2% |
| YTD | +196.3% | -4.8% | +201.1% | +181.8% |
| 1Y | +272.6% | -0.9% | +273.6% | +245.0% |
| All | +786.6% | +123.7% | +662.9% | +317.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling