-68.8%
AAOX vs PFG
+38.3%
-107.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.5% | +12.1% | +9.4% |
| 7D | -2.5% | +5.5% | -8.0% | +1.0% |
| 30D | -41.1% | +2.4% | -43.5% | -39.6% |
| 3M | -84.7% | +13.6% | -98.3% | -85.6% |
| All | -68.8% | +38.3% | -107.1% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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 · Available span rolling