-20.7%
BTDR vs AAOX
-89.3%
+68.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -15.0% | +9.3% | -3.0% |
| 7D | -17.6% | -50.3% | +32.7% | -7.6% |
| 30D | -40.3% | -79.8% | +39.6% | -24.5% |
| 3M | -42.6% | -85.9% | +43.3% | -26.2% |
| 6M | -46.3% | -95.7% | +49.4% | -31.8% |
| All | -20.7% | -89.3% | +68.6% | -4.3% |
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