+100.9%
AAOI vs UNP
+44.1%
+56.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.7% | -9.0% | -6.2% |
| 7D | -27.9% | +3.6% | -31.5% | -26.0% |
| 30D | -51.2% | +11.4% | -62.6% | -47.5% |
| 3M | -55.0% | +4.6% | -59.6% | -52.9% |
| 6M | -65.7% | +18.3% | -84.0% | -61.2% |
| YTD | +70.0% | +35.4% | +34.6% | +125.4% |
| 1Y | +100.9% | +42.6% | +58.3% | +161.7% |
| All | +100.9% | +44.1% | +56.8% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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