+804.4%
AAOI vs URI
+116.5%
+687.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -2.1% | +1.9% | +1.7% |
| 30D | -23.7% | -12.4% | -11.3% | -13.6% |
| 3M | -39.0% | -7.3% | -31.8% | -33.8% |
| 6M | -17.0% | +27.2% | -44.2% | -36.7% |
| YTD | +202.2% | +23.0% | +179.3% | +121.9% |
| 1Y | +292.4% | +3.9% | +288.5% | +254.1% |
| 3Y | +804.4% | +121.6% | +682.7% | +246.3% |
| All | +804.4% | +116.5% | +687.9% | +246.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling