-68.8%
AAOX vs DBX
+43.2%
-111.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.4% | +12.9% | +7.4% |
| 7D | -2.5% | -2.4% | -0.1% | -5.3% |
| 30D | -41.1% | -0.5% | -40.6% | -39.0% |
| 3M | -84.7% | +28.1% | -112.7% | -78.5% |
| All | -68.8% | +43.2% | -111.9% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · Available span rolling