-92.1%
AAOX vs FGI
+117.6%
-209.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -5.0% | -10.0% | -14.9% |
| 7D | -50.3% | +3.3% | -53.6% | -50.2% |
| 30D | -79.8% | -2.0% | -77.8% | -79.8% |
| 3M | -85.9% | +60.3% | -146.2% | -86.1% |
| 6M | -95.7% | +0.7% | -96.4% | -95.6% |
| All | -92.1% | +117.6% | -209.7% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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