-70.2%
AAOX vs BB
+128.5%
-198.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -2.7% | -5.8% | -5.7% |
| 7D | +5.4% | -2.1% | +7.5% | +8.2% |
| 30D | -47.7% | -16.0% | -31.7% | -37.0% |
| 3M | -78.6% | -14.5% | -64.1% | -70.6% |
| All | -70.2% | +128.5% | -198.7% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · Available span rolling