-94.4%
AAOX vs PRU
+34.4%
-128.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.5% | -10.5% | -11.3% |
| 7D | +22.0% | 0.0% | +22.1% | +22.0% |
| 30D | -76.8% | +7.9% | -84.8% | -74.9% |
| 3M | -90.7% | +0.9% | -91.6% | -90.1% |
| 6M | -97.2% | +22.4% | -119.6% | -97.2% |
| All | -94.4% | +34.4% | -128.8% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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