-94.4%
AAOX vs IBB
+36.1%
-130.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.8% | +6.2% | +7.1% |
| 7D | -35.9% | +2.7% | -38.6% | -34.6% |
| 30D | -81.6% | +6.3% | -87.9% | -81.0% |
| 3M | -90.3% | +11.1% | -101.4% | -89.9% |
| 6M | -95.7% | +29.2% | -124.9% | -94.8% |
| All | -94.4% | +36.1% | -130.5% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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 · 6 months rolling