-94.8%
AAOX vs AS
-2.0%
-92.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.5% | +12.1% | +12.7% |
| 7D | -52.9% | +6.9% | -59.8% | -51.6% |
| 30D | -86.9% | +16.0% | -102.9% | -86.3% |
| 3M | -89.6% | -12.8% | -76.8% | -90.5% |
| 6M | -97.3% | -15.4% | -81.9% | -97.1% |
| All | -94.8% | -2.0% | -92.9% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 3y: compounded portfolio wealth divided by compounded AS 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…
3y analysis · Full analysis span regression · 6 months rolling