-92.1%
AAOX vs SEI
-4.0%
-88.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -16.9% | +2.0% | +14.0% |
| 7D | -50.3% | -16.4% | -33.8% | -34.2% |
| 30D | -79.8% | -22.9% | -56.9% | -67.4% |
| 3M | -85.9% | -0.3% | -85.6% | -86.4% |
| 6M | -95.7% | -22.3% | -73.3% | -90.7% |
| All | -92.1% | -4.0% | -88.1% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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