-95.0%
AAOX vs WPM
+11.5%
-106.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.3% | -10.6% | -10.5% |
| 7D | -3.4% | -3.6% | +0.2% | +2.3% |
| 30D | -72.8% | +1.4% | -74.3% | -73.1% |
| 3M | -90.7% | -0.2% | -90.5% | -91.0% |
| 6M | -98.2% | -7.3% | -90.9% | -98.0% |
| All | -95.0% | +11.5% | -106.5% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling