+1,314.2%
AAOI vs UEC
+198.6%
+1,115.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.2% | +7.2% | +4.0% |
| 7D | -0.2% | -9.4% | +9.3% | +3.8% |
| 30D | -23.7% | -8.0% | -15.7% | -21.9% |
| 3M | -39.0% | -1.7% | -37.3% | -38.4% |
| 6M | -17.0% | -26.1% | +9.1% | -7.8% |
| YTD | +202.2% | -10.5% | +212.8% | +215.3% |
| 1Y | +292.4% | -13.3% | +305.7% | +304.0% |
| 3Y | +804.4% | +116.4% | +688.0% | +547.6% |
| All | +1,314.2% | +198.6% | +1,115.7% | +741.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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