-92.1%
AAOX vs INDA
+7.6%
-99.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +2.7% | -17.7% | -20.8% |
| 7D | -50.3% | +6.9% | -57.2% | -59.1% |
| 30D | -79.8% | +7.4% | -87.3% | -83.6% |
| 3M | -85.9% | -1.0% | -84.9% | -85.3% |
| 6M | -95.7% | +2.9% | -98.5% | -96.0% |
| All | -92.1% | +7.6% | -99.7% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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 · 6 months rolling