+1,314.2%
AAOI vs UUUU
+79.1%
+1,235.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +3.9% |
| 7D | -0.2% | -10.5% | +10.3% | +4.1% |
| 30D | -23.7% | -10.5% | -13.2% | -20.6% |
| 3M | -39.0% | -14.1% | -24.9% | -34.6% |
| 6M | -17.0% | -35.5% | +18.4% | -2.9% |
| YTD | +202.2% | -10.9% | +213.2% | +211.5% |
| 1Y | +292.4% | +3.4% | +289.1% | +260.5% |
| 3Y | +804.4% | +73.1% | +731.2% | +521.7% |
| All | +1,314.2% | +79.1% | +1,235.1% | +799.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling