-90.7%
AAOX vs IVZ
-8.2%
-82.5%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.6% | -12.7% | -15.1% |
| 7D | -3.6% | +6.8% | -10.4% | -20.5% |
| 30D | -72.9% | +3.5% | -76.5% | -71.1% |
| 3M | -90.7% | -10.0% | -80.7% | -87.3% |
| All | -90.7% | -8.2% | -82.5% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3mo: compounded portfolio wealth divided by compounded IVZ 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…
3mo analysis · Full analysis span regression · Available span rolling