+78.9%
UBER vs AAOI
+1,316.1%
-1,237.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.2% |
| 3M | +3.0% | -39.0% | +42.1% | +5.6% |
| 6M | -4.4% | -17.0% | +12.6% | -7.7% |
| YTD | -12.3% | +202.2% | -214.5% | -28.3% |
| 1Y | -24.3% | +292.4% | -316.7% | -41.2% |
| 3Y | +46.4% | +804.4% | -757.9% | -11.0% |
| All | +78.9% | +1,316.1% | -1,237.3% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling