-70.2%
AAOX vs TRGP
+22.5%
-92.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.2% | -8.7% | -8.5% |
| 7D | +5.4% | -0.6% | +6.0% | +5.4% |
| 30D | -47.7% | +10.0% | -57.7% | -47.1% |
| 3M | -78.6% | +7.6% | -86.2% | -78.2% |
| All | -70.2% | +22.5% | -92.7% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · Available span rolling