-65.3%
AAOX vs SUI
-7.0%
-58.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.5% | +12.7% | +7.2% |
| 7D | +15.2% | -3.1% | +18.3% | +6.2% |
| 30D | -40.3% | -2.3% | -38.0% | -44.0% |
| 3M | -81.2% | -2.8% | -78.3% | -81.3% |
| All | -65.3% | -7.0% | -58.3% | -61.3% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling