-92.1%
AAOX vs WSM
+50.5%
-142.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +6.5% | -21.4% | -12.5% |
| 7D | -50.3% | +8.0% | -58.3% | -48.4% |
| 30D | -79.8% | +13.5% | -93.3% | -78.9% |
| 3M | -85.9% | +8.8% | -94.7% | -85.8% |
| 6M | -95.7% | +54.7% | -150.4% | -93.6% |
| All | -92.1% | +50.5% | -142.6% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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