-95.5%
SNDQ vs AAOX
-79.3%
-16.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -8.5% | +16.5% | +4.6% |
| 7D | -20.4% | +5.4% | -25.8% | -17.1% |
| 30D | -54.5% | -47.7% | -6.8% | -60.5% |
| 3M | -79.1% | -78.6% | -0.4% | -73.8% |
| All | -95.5% | -79.3% | -16.2% | -93.9% |
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 · Available span rolling