+100.9%
AAOI vs USAR
-49.3%
+150.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.9% | -1.5% | -4.4% |
| 7D | -27.9% | -21.8% | -6.2% | -18.1% |
| 30D | -51.2% | -39.9% | -11.3% | -37.0% |
| 3M | -55.0% | -52.5% | -2.4% | -35.2% |
| 6M | -65.7% | -67.9% | +2.2% | -42.1% |
| YTD | +70.0% | -31.1% | +101.1% | +106.4% |
| 1Y | +100.9% | -49.8% | +150.7% | +174.8% |
| All | +100.9% | -49.3% | +150.2% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling