-95.2%
AAOX vs CAPR
-70.0%
-25.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -9.9% | -4.9% | -13.6% |
| 7D | -48.3% | +7.6% | -55.9% | -48.4% |
| 30D | -84.3% | +13.3% | -97.6% | -84.5% |
| 3M | -91.4% | +130.4% | -221.8% | -92.5% |
| 6M | -96.3% | -70.8% | -25.5% | -96.0% |
| All | -95.2% | -70.0% | -25.2% | -94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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