-95.0%
AAOX vs BHP
+20.5%
-115.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -1.3% | -9.6% | -7.1% |
| 7D | -3.4% | -0.5% | -2.9% | +0.7% |
| 30D | -72.8% | -4.5% | -68.3% | -66.3% |
| 3M | -90.7% | -6.9% | -83.8% | -87.8% |
| 6M | -98.2% | -10.6% | -87.6% | -97.0% |
| All | -95.0% | +20.5% | -115.5% | -94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling