-95.2%
AAOX vs UPST
-25.5%
-69.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -8.3% | -6.9% | -7.4% |
| 7D | -48.4% | -4.5% | -44.0% | -44.9% |
| 30D | -84.4% | -15.3% | -69.1% | -80.7% |
| 3M | -91.5% | -32.4% | -59.0% | -87.7% |
| 6M | -96.3% | -29.5% | -66.8% | -94.1% |
| All | -95.2% | -25.5% | -69.7% | -92.1% |
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