-95.0%
AAOX vs TECH
+42.2%
-137.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +0.1% | -10.9% | -10.8% |
| 7D | -3.4% | +0.1% | -3.5% | -3.3% |
| 30D | -72.8% | +0.5% | -73.4% | -72.8% |
| 3M | -90.7% | +1.1% | -91.8% | -90.6% |
| 6M | -98.2% | +62.8% | -161.0% | -97.9% |
| All | -95.0% | +42.2% | -137.2% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling