+983.6%
AAOI vs UAL
+213.2%
+770.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.9% |
| 7D | +4.7% | -1.1% | +5.8% | +5.0% |
| 30D | -18.7% | -13.4% | -5.3% | -14.4% |
| 3M | -33.7% | -2.3% | -31.4% | -33.3% |
| 6M | -2.4% | +13.3% | -15.8% | -8.3% |
| YTD | +209.6% | -4.2% | +213.8% | +204.0% |
| 1Y | +355.0% | +1.4% | +353.6% | +340.7% |
| 3Y | +814.7% | +125.8% | +688.9% | +586.2% |
| 5Y | +1,298.1% | +130.0% | +1,168.1% | +914.4% |
| 10Y | +449.8% | +104.2% | +345.6% | +274.6% |
| All | +983.6% | +213.2% | +770.4% | +574.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling