-61.6%
HTZ vs AAOX
-92.4%
+30.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.9% | -9.5% | -1.2% |
| 7D | -16.4% | -35.9% | +19.4% | -14.4% |
| 30D | -15.1% | -81.6% | +66.5% | -7.9% |
| 3M | -28.2% | -90.3% | +62.1% | -20.6% |
| 6M | -73.1% | -95.7% | +22.6% | -70.6% |
| All | -61.6% | -92.4% | +30.8% | -58.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling