-65.3%
AAOX vs UPST
-1.6%
-63.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.8% | +15.0% | +14.2% |
| 7D | +15.2% | -1.5% | +16.7% | +15.6% |
| 30D | -40.3% | -13.2% | -27.1% | -34.3% |
| 3M | -81.2% | -13.0% | -68.2% | -78.6% |
| All | -65.3% | -1.6% | -63.7% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling