-92.1%
AAOX vs RGEN
+55.2%
-147.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | 0.0% | -14.9% | -15.0% |
| 7D | -50.3% | -3.5% | -46.8% | -50.9% |
| 30D | -79.8% | -6.0% | -73.9% | -80.8% |
| 3M | -85.9% | +19.0% | -104.9% | -84.2% |
| 6M | -95.7% | +50.7% | -146.4% | -93.8% |
| All | -92.1% | +55.2% | -147.4% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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