+449.8%
AAOI vs USB
+104.7%
+345.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.9% |
| 7D | +4.7% | -1.1% | +5.7% | +5.3% |
| 30D | -18.7% | -3.2% | -15.5% | -17.2% |
| 3M | -33.7% | +11.8% | -45.6% | -38.8% |
| 6M | -2.4% | +21.4% | -23.8% | -15.2% |
| YTD | +209.6% | +18.6% | +191.0% | +167.0% |
| 1Y | +355.0% | +30.8% | +324.2% | +269.3% |
| 3Y | +814.7% | +96.5% | +718.1% | +518.9% |
| 5Y | +1,298.1% | +38.4% | +1,259.7% | +976.3% |
| 10Y | +449.8% | +106.7% | +343.1% | +201.7% |
| All | +449.8% | +104.7% | +345.1% | +201.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling