-92.1%
AAOX vs BR
+12.7%
-104.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +3.0% | -18.0% | -7.6% |
| 7D | -50.3% | +7.0% | -57.2% | -39.7% |
| 30D | -79.8% | +19.0% | -98.8% | -67.1% |
| 3M | -85.9% | +13.1% | -99.0% | -78.0% |
| 6M | -95.7% | +24.6% | -120.3% | -89.2% |
| All | -92.1% | +12.7% | -104.8% | -81.1% |
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 · 6 months rolling