-68.8%
AAOX vs SUNB
+5.6%
-74.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +3.9% | +6.6% | +4.0% |
| 7D | -2.5% | -6.3% | +3.8% | +8.6% |
| 30D | -41.1% | -14.2% | -27.0% | -21.7% |
| 3M | -84.7% | -14.7% | -69.9% | -78.9% |
| All | -68.8% | +5.6% | -74.3% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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 · Available span rolling