+352.5%
AAOI vs YUM
+5.7%
+346.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +4.2% |
| 7D | -0.7% | -2.0% | +1.4% | -2.1% |
| 30D | -17.9% | -1.1% | -16.8% | -18.4% |
| 3M | -48.0% | +1.8% | -49.8% | -46.4% |
| 6M | +5.8% | -4.7% | +10.6% | +7.3% |
| YTD | +202.7% | +0.6% | +202.2% | +218.0% |
| 1Y | +352.5% | +6.4% | +346.1% | +399.9% |
| All | +352.5% | +5.7% | +346.9% | +399.9% |
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