-92.1%
AAOX vs FND
+4.7%
-96.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +10.9% | -25.9% | -8.7% |
| 7D | -50.3% | +12.3% | -62.6% | -46.0% |
| 30D | -79.8% | +14.7% | -94.6% | -77.5% |
| 3M | -85.9% | -12.0% | -73.9% | -86.4% |
| 6M | -95.7% | +10.8% | -106.4% | -94.5% |
| All | -92.1% | +4.7% | -96.9% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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