-92.1%
AAOX vs IRE
-89.3%
-2.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -23.2% | +8.3% | -2.6% |
| 7D | -50.3% | -46.8% | -3.4% | -30.6% |
| 30D | -79.8% | -75.5% | -4.3% | -57.0% |
| 3M | -85.9% | -79.4% | -6.5% | -67.9% |
| 6M | -95.7% | -91.3% | -4.4% | -87.9% |
| All | -92.1% | -89.3% | -2.8% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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