+355.0%
AAOI vs USB
+32.7%
+322.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.5% |
| 7D | +4.7% | -1.1% | +5.7% | +4.2% |
| 30D | -18.7% | -3.2% | -15.5% | -19.7% |
| 3M | -33.7% | +11.8% | -45.6% | -29.1% |
| 6M | -2.4% | +21.4% | -23.8% | +5.3% |
| YTD | +209.6% | +18.6% | +191.0% | +195.9% |
| 1Y | +355.0% | +30.8% | +324.2% | +268.7% |
| All | +355.0% | +32.7% | +322.3% | +268.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling