+1,290.2%
AAOI vs URI
+196.6%
+1,093.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.4% | -1.3% |
| 7D | +2.9% | -0.5% | +3.4% | +3.3% |
| 30D | -23.1% | -13.4% | -9.7% | -13.4% |
| 3M | -41.0% | -6.2% | -34.8% | -37.1% |
| 6M | -14.3% | +28.0% | -42.3% | -32.2% |
| YTD | +196.3% | +23.0% | +173.3% | +131.0% |
| 1Y | +272.6% | +5.5% | +267.1% | +235.7% |
| 3Y | +775.3% | +119.2% | +656.1% | +366.8% |
| 5Y | +1,290.2% | +201.0% | +1,089.1% | +466.5% |
| All | +1,290.2% | +196.6% | +1,093.6% | +466.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling