-92.1%
AAOX vs URA
-30.2%
-62.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -1.1% | -13.9% | -12.2% |
| 7D | -50.3% | -10.5% | -39.7% | -30.5% |
| 30D | -79.8% | -18.6% | -61.2% | -60.5% |
| 3M | -85.9% | -23.0% | -62.9% | -69.1% |
| 6M | -95.7% | -40.3% | -55.4% | -81.7% |
| All | -92.1% | -30.2% | -62.0% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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