-96.7%
AAOX vs RBA
-6.5%
-90.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.3% | -0.5% | +31.8% | +30.8% |
| 7D | -20.1% | +0.6% | -20.8% | -19.8% |
| 30D | -75.5% | +9.0% | -84.5% | -72.5% |
| 3M | -89.0% | +7.2% | -96.1% | -87.1% |
| 6M | -96.7% | -7.8% | -89.0% | -96.1% |
| All | -96.7% | -6.5% | -90.3% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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