-92.1%
AAOX vs TRI
+32.4%
-124.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +6.4% | -21.4% | -4.1% |
| 7D | -50.3% | +1.0% | -51.3% | -47.1% |
| 30D | -79.8% | +20.8% | -100.6% | -69.4% |
| 3M | -85.9% | +8.1% | -94.0% | -80.0% |
| 6M | -95.7% | +24.2% | -119.8% | -89.7% |
| All | -92.1% | +32.4% | -124.5% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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