+957.8%
AAOI vs YUM
+249.6%
+708.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.9% |
| 7D | -0.2% | -6.1% | +5.9% | +2.4% |
| 30D | -23.7% | -5.8% | -17.9% | -22.2% |
| 3M | -39.0% | -7.6% | -31.4% | -37.9% |
| 6M | -17.0% | -9.1% | -7.9% | -15.6% |
| YTD | +202.2% | -5.5% | +207.8% | +199.9% |
| 1Y | +292.4% | -3.7% | +296.1% | +282.6% |
| 3Y | +804.4% | +17.8% | +786.6% | +693.6% |
| 5Y | +1,318.0% | +19.3% | +1,298.8% | +1,134.6% |
| 10Y | +436.7% | +170.7% | +266.0% | +219.8% |
| All | +957.8% | +249.6% | +708.3% | +464.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling