-70.2%
AAOX vs BTG
+34.2%
-104.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -2.9% | -5.6% | -6.4% |
| 7D | +5.4% | -5.5% | +10.9% | +9.5% |
| 30D | -47.7% | +6.1% | -53.9% | -50.6% |
| 3M | -78.6% | +38.6% | -117.3% | -83.5% |
| All | -70.2% | +34.2% | -104.4% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · Available span rolling