-97.3%
AAOX vs SUI
-2.4%
-94.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.5% | +14.0% | +7.0% |
| 7D | -52.9% | +6.2% | -59.1% | -37.3% |
| 30D | -86.9% | +8.6% | -95.5% | -79.4% |
| 3M | -89.6% | +1.0% | -90.6% | -87.6% |
| 6M | -97.3% | -2.6% | -94.7% | -96.3% |
| All | -97.3% | -2.4% | -94.9% | -96.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling