+48.8%
AAOI vs ULTA
+25.8%
+23.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -1.6% | -19.2% | -20.9% |
| 7D | -40.8% | +0.2% | -41.0% | -40.7% |
| 30D | -64.0% | +18.7% | -82.7% | -64.2% |
| 3M | -63.5% | +20.5% | -84.0% | -63.5% |
| 6M | -74.0% | +22.0% | -96.1% | -73.4% |
| YTD | +34.5% | +7.4% | +27.1% | +40.6% |
| 1Y | +48.8% | +24.5% | +24.3% | +43.0% |
| All | +48.8% | +25.8% | +23.0% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling