+48.8%
AAOI vs YUM
+9.8%
+39.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -0.1% | -20.8% | -21.0% |
| 7D | -40.8% | +7.5% | -48.3% | -36.8% |
| 30D | -64.0% | +18.8% | -82.7% | -58.3% |
| 3M | -63.5% | +9.6% | -73.1% | -60.2% |
| 6M | -74.0% | +9.0% | -83.0% | -70.5% |
| YTD | +34.5% | +11.4% | +23.1% | +55.3% |
| 1Y | +48.8% | +13.3% | +35.5% | +72.0% |
| All | +48.8% | +9.8% | +39.1% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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