+23.0%
AAL vs AAOX
-93.2%
+116.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -10.8% | +9.8% | -0.9% |
| 7D | -0.1% | -3.4% | +3.3% | -0.1% |
| 30D | +11.7% | -72.8% | +84.5% | +12.8% |
| 3M | -12.5% | -90.7% | +78.1% | -11.2% |
| 6M | +3.6% | -98.2% | +101.8% | +3.3% |
| All | +23.0% | -93.2% | +116.2% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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