-29.9%
SLV vs AAOX
-93.2%
+63.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -10.8% | +8.6% | -1.5% |
| 7D | -5.8% | -3.4% | -2.5% | -6.0% |
| 30D | -12.1% | -72.8% | +60.7% | -6.5% |
| 3M | -24.1% | -90.7% | +66.6% | -15.7% |
| 6M | -44.4% | -98.2% | +53.8% | -35.1% |
| All | -29.9% | -93.2% | +63.3% | -22.0% |
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