+1,114.1%
AAOI vs USAR
+68.6%
+1,045.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -2.5% |
| 7D | +4.7% | -4.4% | +9.1% | +5.7% |
| 30D | -18.7% | -10.4% | -8.3% | -16.8% |
| 3M | -33.7% | -18.4% | -15.4% | -30.6% |
| 6M | -2.4% | -8.8% | +6.4% | +0.3% |
| YTD | +209.6% | +43.4% | +166.2% | +198.3% |
| 1Y | +355.0% | +21.0% | +334.0% | +339.0% |
| 3Y | +814.7% | +67.7% | +746.9% | +575.6% |
| All | +1,114.1% | +68.6% | +1,045.5% | +794.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling