-95.0%
AAOX vs CAPR
-67.8%
-27.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -6.9% | -4.1% | -9.8% |
| 7D | -3.6% | +5.9% | -9.5% | -3.6% |
| 30D | -72.9% | +44.6% | -117.5% | -73.8% |
| 3M | -90.7% | +126.4% | -217.1% | -91.9% |
| 6M | -98.2% | -68.6% | -29.6% | -98.0% |
| All | -95.0% | -67.8% | -27.2% | -94.6% |
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