+957.8%
AAOI vs UNH
+549.5%
+408.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.6% |
| 7D | -0.2% | -4.5% | +4.4% | +1.0% |
| 30D | -23.7% | -6.5% | -17.2% | -22.5% |
| 3M | -39.0% | -6.0% | -33.0% | -38.2% |
| 6M | -17.0% | +33.7% | -50.7% | -23.2% |
| YTD | +202.2% | +16.4% | +185.8% | +186.6% |
| 1Y | +292.4% | +10.1% | +282.3% | +277.7% |
| 3Y | +804.4% | -16.3% | +820.7% | +799.8% |
| 5Y | +1,318.0% | +2.1% | +1,315.9% | +1,183.1% |
| 10Y | +436.7% | +233.1% | +203.7% | +203.2% |
| All | +957.8% | +549.5% | +408.3% | +309.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling