-68.8%
AAOX vs DOC
+24.1%
-92.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.8% | +12.3% | +10.0% |
| 7D | -2.5% | -1.5% | -1.0% | -2.9% |
| 30D | -41.1% | -4.8% | -36.3% | -42.0% |
| 3M | -84.7% | +6.9% | -91.6% | -84.8% |
| All | -68.8% | +24.1% | -92.9% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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