-95.0%
AAOX vs URA
-32.0%
-63.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -1.6% | -9.2% | -6.4% |
| 7D | -3.4% | -1.5% | -1.8% | +3.2% |
| 30D | -72.8% | -10.4% | -62.4% | -56.2% |
| 3M | -90.7% | -29.6% | -61.0% | -71.5% |
| 6M | -98.2% | -40.3% | -57.9% | -91.4% |
| All | -95.0% | -32.0% | -63.0% | -78.9% |
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