+153.7%
AOK price history and return analytics
+652.6%
-498.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -0.2% | +2.4% | -2.6% | -0.9% |
| 30D | 0.0% | -1.5% | +1.5% | +0.3% |
| 3M | -2.3% | -4.1% | +1.8% | -1.3% |
| 6M | -0.7% | +0.6% | -1.2% | -0.9% |
| YTD | +2.9% | +11.0% | -8.1% | +0.1% |
| 1Y | +3.5% | +13.3% | -9.9% | 0.0% |
| 3Y | +30.6% | +73.4% | -42.8% | +13.1% |
| 5Y | +16.4% | +57.4% | -41.0% | +2.6% |
| 10Y | +62.6% | +221.7% | -159.1% | +21.1% |
| All | +153.7% | +652.6% | -498.9% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling