+845.3%
AAOI vs USB
+99.6%
+745.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.4% | +7.1% | +7.1% |
| 7D | +7.9% | +2.1% | +5.8% | +5.3% |
| 30D | -17.8% | -2.3% | -15.5% | -16.0% |
| 3M | -43.3% | +13.9% | -57.1% | -51.8% |
| 6M | +16.7% | +21.6% | -4.9% | -9.8% |
| YTD | +220.0% | +19.3% | +200.7% | +138.1% |
| 1Y | +372.1% | +33.6% | +338.5% | +200.7% |
| 3Y | +845.3% | +97.7% | +747.6% | +298.3% |
| All | +845.3% | +99.6% | +745.7% | +298.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling