-92.1%
AAOX vs IRM
+18.3%
-110.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +1.7% | -16.6% | -20.2% |
| 7D | -50.3% | +2.6% | -52.9% | -53.9% |
| 30D | -79.8% | +5.6% | -85.5% | -81.4% |
| 3M | -85.9% | -4.7% | -81.2% | -81.3% |
| 6M | -95.7% | -6.1% | -89.6% | -93.8% |
| All | -92.1% | +18.3% | -110.4% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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