+292.4%
AAOI vs UPST
-59.3%
+351.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | +0.1% | +1.3% |
| 7D | -0.2% | -8.8% | +8.6% | +2.9% |
| 30D | -23.7% | -12.1% | -11.6% | -20.9% |
| 3M | -39.0% | -19.5% | -19.5% | -34.5% |
| 6M | -17.0% | -6.8% | -10.2% | -15.2% |
| YTD | +202.2% | -41.5% | +243.7% | +258.5% |
| 1Y | +292.4% | -58.9% | +351.3% | +548.3% |
| All | +292.4% | -59.3% | +351.7% | +548.3% |
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