-92.1%
AAOX vs ITOT
+18.0%
-110.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +1.5% | -16.5% | -28.8% |
| 7D | -50.3% | -0.7% | -49.6% | -46.6% |
| 30D | -79.8% | -1.1% | -78.8% | -75.2% |
| 3M | -85.9% | -0.8% | -85.1% | -82.6% |
| 6M | -95.7% | +7.0% | -102.6% | -95.9% |
| All | -92.1% | +18.0% | -110.1% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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