+1.2%
FIG vs AAOX
-89.3%
+90.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -15.0% | +20.2% | +4.5% |
| 7D | -4.7% | -50.3% | +45.6% | -7.3% |
| 30D | +0.5% | -79.8% | +80.4% | -5.4% |
| 3M | -18.4% | -85.9% | +67.5% | -23.5% |
| 6M | +10.9% | -95.7% | +106.5% | +4.2% |
| All | +1.2% | -89.3% | +90.5% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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