-65.3%
AAOX vs GEN
+44.5%
-109.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.7% | +13.9% | +10.5% |
| 7D | +15.2% | -0.7% | +15.9% | +14.9% |
| 30D | -40.3% | +2.6% | -43.0% | -40.0% |
| 3M | -81.2% | +15.8% | -96.9% | -80.8% |
| All | -65.3% | +44.5% | -109.8% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling