+1,314.2%
AAOI vs UAL
+145.5%
+1,168.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.3% |
| 7D | -0.2% | -1.4% | +1.2% | +0.5% |
| 30D | -23.7% | -12.2% | -11.5% | -18.1% |
| 3M | -39.0% | -2.5% | -36.5% | -38.0% |
| 6M | -17.0% | +21.1% | -38.2% | -27.8% |
| YTD | +202.2% | -1.8% | +204.0% | +186.9% |
| 1Y | +292.4% | +0.4% | +292.0% | +270.0% |
| 3Y | +804.4% | +130.3% | +674.1% | +423.2% |
| All | +1,314.2% | +145.5% | +1,168.7% | +617.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling