-70.2%
AAOX vs DBX
+44.1%
-114.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.3% | -9.8% | -6.8% |
| 7D | +5.4% | -1.8% | +7.2% | +4.1% |
| 30D | -47.7% | +2.8% | -50.6% | -43.4% |
| 3M | -78.6% | +26.8% | -105.4% | -70.3% |
| All | -70.2% | +44.1% | -114.3% | -50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling