-64.6%
HTZ vs AAOX
-93.2%
+28.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -10.8% | +8.2% | -1.8% |
| 7D | -8.5% | -3.4% | -5.2% | -8.5% |
| 30D | -18.9% | -72.8% | +53.9% | -13.8% |
| 3M | -36.0% | -90.7% | +54.6% | -29.2% |
| 6M | -74.6% | -98.2% | +23.6% | -70.8% |
| All | -64.6% | -93.2% | +28.6% | -61.1% |
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