-97.7%
AAOX vs BURL
-19.4%
-78.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -41.8% | -2.9% | -38.8% | -43.8% |
| 7D | -68.8% | +3.5% | -72.3% | -68.1% |
| 30D | -89.7% | -9.3% | -80.4% | -90.3% |
| 3M | -91.4% | -32.1% | -59.3% | -94.9% |
| 6M | -97.7% | -19.8% | -77.9% | -98.2% |
| All | -97.7% | -19.4% | -78.2% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 6mo: compounded portfolio wealth divided by compounded BURL 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…
6mo analysis · Full analysis span regression · 6 months rolling