-68.8%
AAOX vs TRU
+14.2%
-83.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -5.9% | +16.4% | +0.9% |
| 7D | -2.5% | -6.8% | +4.2% | -12.2% |
| 30D | -41.1% | 0.0% | -41.1% | -38.9% |
| 3M | -84.7% | +13.3% | -98.0% | -79.5% |
| All | -68.8% | +14.2% | -83.0% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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