-92.1%
AAOX vs FTV
+25.3%
-117.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +2.3% | -17.2% | -14.6% |
| 7D | -50.3% | +6.6% | -56.9% | -50.0% |
| 30D | -79.8% | +19.1% | -98.9% | -79.5% |
| 3M | -85.9% | +13.1% | -99.0% | -86.2% |
| 6M | -95.7% | +14.0% | -109.7% | -95.4% |
| All | -92.1% | +25.3% | -117.4% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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