-92.1%
AAOX vs UPST
-14.7%
-77.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +9.4% | -24.4% | -22.7% |
| 7D | -50.3% | -3.1% | -47.1% | -48.2% |
| 30D | -79.8% | -4.0% | -75.9% | -78.7% |
| 3M | -85.9% | -22.9% | -63.0% | -82.5% |
| 6M | -95.7% | -27.1% | -68.5% | -93.7% |
| All | -92.1% | -14.7% | -77.4% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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