+292.4%
AAOI vs YUM
-2.1%
+294.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +0.5% |
| 7D | -0.2% | -6.1% | +5.9% | -4.5% |
| 30D | -23.7% | -5.8% | -17.9% | -26.6% |
| 3M | -39.0% | -7.6% | -31.4% | -41.6% |
| 6M | -17.0% | -9.1% | -7.9% | -18.9% |
| YTD | +202.2% | -5.5% | +207.8% | +203.6% |
| 1Y | +292.4% | -3.7% | +296.1% | +331.5% |
| All | +292.4% | -2.1% | +294.5% | +331.5% |
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