+72.4%
UBER vs AAOI
+874.7%
-802.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.4% |
| 7D | -5.4% | -0.2% | -5.2% | -5.4% |
| 30D | -4.9% | -23.7% | +18.8% | -2.7% |
| 3M | +3.0% | -39.0% | +42.1% | +6.2% |
| 6M | -4.4% | -17.0% | +12.6% | -8.7% |
| YTD | -12.3% | +202.2% | -214.5% | -31.9% |
| 1Y | -24.3% | +292.4% | -316.7% | -44.9% |
| 3Y | +46.4% | +804.4% | -757.9% | -22.9% |
| 5Y | +79.7% | +1,318.0% | -1,238.4% | -30.2% |
| All | +72.4% | +874.7% | -802.2% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 10y: compounded portfolio wealth divided by compounded AAOI 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…
10y analysis · Full analysis span regression · 6 months rolling