+234.0%
AMC vs AAOX
-92.4%
+326.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -11.0% | +8.7% | -2.1% |
| 7D | +8.4% | +22.0% | -13.6% | +7.8% |
| 30D | +9.2% | -76.8% | +86.0% | +11.0% |
| 3M | +32.0% | -90.7% | +122.8% | +35.2% |
| 6M | +149.3% | -97.2% | +246.5% | +165.2% |
| All | +234.0% | -92.4% | +326.4% | +241.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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