-92.1%
AAOX vs XLRE
+13.6%
-105.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +3.3% | -18.3% | -7.1% |
| 7D | -50.3% | +7.1% | -57.4% | -40.8% |
| 30D | -79.8% | +10.9% | -90.8% | -74.3% |
| 3M | -85.9% | +0.7% | -86.6% | -85.6% |
| 6M | -95.7% | +4.1% | -99.8% | -95.4% |
| All | -92.1% | +13.6% | -105.7% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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