-68.8%
AAOX vs IBN
+17.0%
-85.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.7% | +11.2% | +10.7% |
| 7D | -2.5% | +1.4% | -3.9% | -2.9% |
| 30D | -41.1% | -0.3% | -40.8% | -41.5% |
| 3M | -84.7% | +17.1% | -101.8% | -82.6% |
| All | -68.8% | +17.0% | -85.8% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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 · Available span rolling