+416.0%
AAOI vs URI
+1,233.9%
-817.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -2.1% | +1.9% | +1.0% |
| 30D | -23.7% | -12.4% | -11.3% | -17.5% |
| 3M | -39.0% | -7.3% | -31.8% | -35.7% |
| 6M | -17.0% | +27.2% | -44.2% | -28.6% |
| YTD | +202.2% | +23.0% | +179.3% | +158.7% |
| 1Y | +292.4% | +3.9% | +288.5% | +272.1% |
| 3Y | +804.4% | +121.6% | +682.7% | +517.6% |
| 5Y | +1,318.0% | +201.1% | +1,117.0% | +741.4% |
| All | +416.0% | +1,233.9% | -817.9% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling