-95.0%
AAOX vs UPST
-28.6%
-66.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +2.1% | -13.0% | -12.8% |
| 7D | -3.4% | -10.6% | +7.3% | +8.5% |
| 30D | -72.8% | -14.0% | -58.9% | -67.1% |
| 3M | -90.7% | -36.8% | -53.8% | -85.5% |
| 6M | -98.2% | -27.5% | -70.7% | -97.0% |
| All | -95.0% | -28.6% | -66.4% | -91.4% |
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