+150.9%
AMD vs AAOX
-93.5%
+244.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -7.5% | +22.3% | +16.0% |
| 7D | +6.5% | -48.4% | +54.9% | +17.0% |
| 30D | -15.3% | -84.4% | +69.1% | +9.0% |
| 3M | +9.7% | -91.5% | +101.2% | +47.5% |
| 6M | +13.2% | -96.3% | +109.5% | +49.1% |
| All | +150.9% | -93.5% | +244.4% | +205.9% |
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