-92.1%
AAOX vs WPM
+11.6%
-103.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +12.0% | -26.9% | -29.9% |
| 7D | -50.3% | +3.9% | -54.2% | -53.6% |
| 30D | -79.8% | -3.5% | -76.3% | -78.4% |
| 3M | -85.9% | +14.1% | -100.0% | -89.1% |
| 6M | -95.7% | +6.2% | -101.9% | -95.8% |
| All | -92.1% | +11.6% | -103.7% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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