+1,314.2%
AAOI vs UDR
-20.2%
+1,334.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -3.5% | +3.3% | +2.1% |
| 30D | -23.7% | -5.3% | -18.4% | -21.3% |
| 3M | -39.0% | -9.5% | -29.5% | -36.2% |
| 6M | -17.0% | -0.7% | -16.4% | -19.5% |
| YTD | +202.2% | -1.2% | +203.4% | +189.5% |
| 1Y | +292.4% | -5.7% | +298.1% | +289.0% |
| 3Y | +804.4% | +3.7% | +800.6% | +741.9% |
| All | +1,314.2% | -20.2% | +1,334.4% | +1,438.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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