-93.7%
AAOX vs URA
-28.2%
-65.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.3% | +1.5% | +29.8% | +27.3% |
| 7D | -20.1% | +2.9% | -23.0% | -18.9% |
| 30D | -75.5% | -10.8% | -64.7% | -60.0% |
| 3M | -89.0% | -25.5% | -63.4% | -71.4% |
| 6M | -96.7% | -41.2% | -55.5% | -85.8% |
| All | -93.7% | -28.2% | -65.6% | -77.3% |
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