+1,290.2%
AAOI vs UPST
-91.3%
+1,381.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -3.2% |
| 7D | +2.9% | -12.0% | +14.9% | +7.4% |
| 30D | -23.1% | -16.0% | -7.1% | -19.0% |
| 3M | -41.0% | -17.2% | -23.9% | -37.0% |
| 6M | -14.3% | -10.9% | -3.4% | -12.3% |
| YTD | +196.3% | -42.6% | +238.9% | +242.2% |
| 1Y | +272.6% | -59.8% | +332.4% | +389.4% |
| 3Y | +775.3% | -17.9% | +793.2% | +785.8% |
| 5Y | +1,290.2% | -90.7% | +1,380.9% | +1,227.6% |
| All | +1,290.2% | -91.3% | +1,381.5% | +1,227.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling