-68.8%
AAOX vs BWA
+26.6%
-95.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.8% | +7.8% | +3.6% |
| 7D | -2.5% | +5.7% | -8.2% | -15.1% |
| 30D | -41.1% | +1.4% | -42.5% | -39.0% |
| 3M | -84.7% | -12.1% | -72.6% | -76.2% |
| All | -68.8% | +26.6% | -95.4% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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 · Available span rolling