+32.3%
INTC vs AAOX
-89.3%
+121.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -15.0% | +11.2% | -0.9% |
| 7D | -39.0% | -50.3% | +11.3% | -30.1% |
| 30D | -49.8% | -79.8% | +30.0% | -35.1% |
| 3M | -42.2% | -85.9% | +43.7% | -24.1% |
| 6M | -39.2% | -95.7% | +56.5% | -16.5% |
| All | +32.3% | -89.3% | +121.5% | +51.8% |
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