-92.1%
AAOX vs EXEL
+76.7%
-168.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +0.6% | -15.6% | -14.8% |
| 7D | -50.3% | +9.8% | -60.0% | -48.7% |
| 30D | -79.8% | +23.6% | -103.5% | -78.8% |
| 3M | -85.9% | +29.9% | -115.8% | -85.1% |
| 6M | -95.7% | +64.7% | -160.4% | -94.0% |
| All | -92.1% | +76.7% | -168.9% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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 · 6 months rolling