-65.3%
AAOX vs IBB
+28.5%
-93.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.2% | +13.3% | +10.1% |
| 7D | +15.2% | -1.7% | +16.9% | +14.3% |
| 30D | -40.3% | +4.9% | -45.2% | -39.0% |
| 3M | -81.2% | +24.2% | -105.4% | -78.0% |
| All | -65.3% | +28.5% | -93.8% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling