-68.8%
AAOX vs BR
+2.9%
-71.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -3.4% | +13.9% | +4.1% |
| 7D | -2.5% | -5.3% | +2.8% | -11.7% |
| 30D | -41.1% | +6.4% | -47.6% | -31.6% |
| 3M | -84.7% | +13.6% | -98.3% | -75.2% |
| All | -68.8% | +2.9% | -71.7% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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