-14.3%
AAOI vs USAR
-14.4%
+0.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.0% | +1.7% | -0.5% |
| 7D | +2.9% | -9.3% | +12.2% | +9.5% |
| 30D | -23.1% | -15.2% | -7.9% | -14.7% |
| 3M | -41.0% | -21.1% | -19.9% | -32.7% |
| 6M | -14.3% | -21.6% | +7.3% | +1.4% |
| All | -14.3% | -14.4% | +0.1% | +1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling