-92.1%
AAOX vs BTG
+27.9%
-120.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +8.7% | -23.7% | -22.0% |
| 7D | -50.3% | -0.2% | -50.1% | -50.2% |
| 30D | -79.8% | -0.8% | -79.1% | -79.3% |
| 3M | -85.9% | +31.8% | -117.7% | -88.6% |
| 6M | -95.7% | +20.4% | -116.1% | -96.0% |
| All | -92.1% | +27.9% | -120.0% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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