-92.1%
AAOX vs SUI
-3.2%
-88.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +5.2% | -20.1% | +1.1% |
| 7D | -50.3% | +10.0% | -60.3% | -29.9% |
| 30D | -79.8% | +8.4% | -88.2% | -71.3% |
| 3M | -85.9% | +0.7% | -86.6% | -83.6% |
| 6M | -95.7% | -0.9% | -94.7% | -94.2% |
| All | -92.1% | -3.2% | -88.9% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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