-42.6%
SLV vs AAOX
-96.9%
+54.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -11.0% | +7.7% | -2.6% |
| 7D | -3.9% | +22.0% | -25.9% | -5.5% |
| 30D | -15.6% | -76.8% | +61.2% | -8.9% |
| 3M | -23.6% | -90.7% | +67.1% | -14.3% |
| 6M | -42.6% | -97.2% | +54.6% | -34.5% |
| All | -42.6% | -96.9% | +54.3% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling