-70.2%
AAOX vs BWA
+23.2%
-93.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.7% | -9.2% | -10.1% |
| 7D | +5.4% | -0.1% | +5.5% | +5.2% |
| 30D | -47.7% | -5.5% | -42.3% | -36.7% |
| 3M | -78.6% | -7.6% | -71.0% | -72.4% |
| All | -70.2% | +23.2% | -93.4% | -73.4% |
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