+100.9%
AAOI vs UNH
+28.3%
+72.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.2% | -8.6% | -7.6% |
| 7D | -27.9% | +0.6% | -28.5% | -28.0% |
| 30D | -51.2% | +8.1% | -59.4% | -52.4% |
| 3M | -55.0% | +1.1% | -56.0% | -55.1% |
| 6M | -65.7% | +11.7% | -77.5% | -66.9% |
| YTD | +70.0% | +26.5% | +43.6% | +41.7% |
| 1Y | +100.9% | +27.0% | +73.9% | +65.9% |
| All | +100.9% | +28.3% | +72.6% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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