-94.4%
AAOX vs GEN
+43.9%
-138.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.1% | -7.9% | -12.0% |
| 7D | +22.0% | -3.0% | +25.0% | +20.6% |
| 30D | -76.8% | +24.7% | -101.5% | -74.8% |
| 3M | -90.7% | +4.1% | -94.9% | -90.5% |
| 6M | -97.2% | +36.0% | -133.2% | -97.0% |
| All | -94.4% | +43.9% | -138.3% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling