+65.8%
P vs AAOX
-93.2%
+159.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -10.8% | +8.9% | -0.3% |
| 7D | +11.6% | -3.4% | +15.0% | +11.1% |
| 30D | -23.7% | -72.8% | +49.2% | -11.4% |
| 3M | -8.0% | -90.7% | +82.7% | +16.3% |
| 6M | +27.9% | -98.2% | +126.1% | +72.6% |
| All | +65.8% | -93.2% | +159.0% | +98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling