+937.0%
AAOI vs UNP
+383.2%
+553.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.5% |
| 7D | +2.9% | -1.2% | +4.1% | +3.6% |
| 30D | -23.1% | -2.0% | -21.1% | -22.4% |
| 3M | -41.0% | +7.5% | -48.5% | -44.0% |
| 6M | -14.3% | +15.3% | -29.6% | -22.9% |
| YTD | +196.3% | +25.4% | +170.9% | +150.3% |
| 1Y | +272.6% | +35.6% | +237.0% | +199.4% |
| 3Y | +775.3% | +44.1% | +731.2% | +590.2% |
| 5Y | +1,290.2% | +54.0% | +1,236.2% | +907.8% |
| 10Y | +426.2% | +283.9% | +142.3% | +104.1% |
| All | +937.0% | +383.2% | +553.8% | +252.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling