+983.6%
AAOI vs URA
+126.9%
+856.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.3% |
| 7D | +4.7% | +5.7% | -1.1% | +0.6% |
| 30D | -18.7% | +5.6% | -24.3% | -22.0% |
| 3M | -33.7% | +6.2% | -39.9% | -35.1% |
| 6M | -2.4% | -8.2% | +5.8% | +6.8% |
| YTD | +209.6% | +9.7% | +199.9% | +204.6% |
| 1Y | +355.0% | +17.0% | +338.0% | +333.4% |
| 3Y | +814.7% | +118.5% | +696.2% | +512.7% |
| 5Y | +1,298.1% | +134.3% | +1,163.7% | +767.2% |
| 10Y | +449.8% | +377.5% | +72.3% | +109.5% |
| All | +983.6% | +126.9% | +856.7% | +459.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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