-61.1%
HTZ vs AAOX
-96.3%
+35.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -15.0% | +24.1% | +9.9% |
| 7D | +18.9% | -50.3% | +69.2% | +22.6% |
| 30D | +26.3% | -79.8% | +106.1% | +35.8% |
| 3M | +49.7% | -85.9% | +135.6% | +61.5% |
| 6M | -61.1% | -95.7% | +34.6% | -58.8% |
| All | -61.1% | -96.3% | +35.2% | -58.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling