-95.0%
AAOX vs BBWI
+19.2%
-114.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +1.5% | -12.3% | -10.5% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -72.8% | +12.9% | -85.7% | -71.5% |
| 3M | -90.7% | +16.0% | -106.7% | -90.1% |
| 6M | -98.2% | +16.6% | -114.8% | -98.1% |
| All | -95.0% | +19.2% | -114.2% | -94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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