+44.3%
V vs AAOX
-89.3%
+133.6%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -15.0% | +18.8% | +3.6% |
| 7D | +9.0% | -50.3% | +59.3% | +7.9% |
| 30D | +18.1% | -79.8% | +97.9% | +15.8% |
| 3M | +18.3% | -85.9% | +104.2% | +16.0% |
| 6M | +34.1% | -95.7% | +129.8% | +30.9% |
| All | +44.3% | -89.3% | +133.6% | +39.7% |
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