-92.1%
AAOX vs BUD
+25.3%
-117.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +3.1% | -18.1% | -9.9% |
| 7D | -50.3% | +3.3% | -53.6% | -46.0% |
| 30D | -79.8% | +11.8% | -91.7% | -75.4% |
| 3M | -85.9% | -1.1% | -84.8% | -83.8% |
| 6M | -95.7% | +14.9% | -110.6% | -95.8% |
| All | -92.1% | +25.3% | -117.4% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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