+100.9%
AAOI vs UPST
-48.7%
+149.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +9.4% | -16.8% | -9.9% |
| 7D | -27.9% | -3.1% | -24.8% | -27.1% |
| 30D | -51.2% | -4.0% | -47.3% | -50.6% |
| 3M | -55.0% | -22.9% | -32.1% | -52.0% |
| 6M | -65.7% | -27.1% | -38.6% | -62.7% |
| YTD | +70.0% | -46.5% | +116.6% | +94.6% |
| 1Y | +100.9% | -49.4% | +150.4% | +140.8% |
| All | +100.9% | -48.7% | +149.6% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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