-68.8%
AAOX vs BG
-1.2%
-67.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.2% | +11.7% | +11.5% |
| 7D | -2.5% | +2.8% | -5.3% | -5.3% |
| 30D | -41.1% | +12.0% | -53.2% | -46.4% |
| 3M | -84.7% | -7.7% | -77.0% | -81.5% |
| All | -68.8% | -1.2% | -67.6% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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 · Available span rolling