-92.1%
AAOX vs WY
-4.0%
-88.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +5.6% | -20.6% | -4.4% |
| 7D | -50.3% | +13.3% | -63.6% | -34.5% |
| 30D | -79.8% | +17.6% | -97.5% | -71.0% |
| 3M | -85.9% | -15.0% | -70.9% | -86.1% |
| 6M | -95.7% | -5.9% | -89.8% | -95.0% |
| All | -92.1% | -4.0% | -88.1% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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