+26.4%
MMM vs AAOX
-93.2%
+119.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -11.1% | +9.7% | -1.3% |
| 7D | -0.8% | -3.6% | +2.8% | -0.8% |
| 30D | +11.7% | -72.9% | +84.6% | +12.4% |
| 3M | +1.0% | -90.7% | +91.7% | +2.3% |
| 6M | +26.0% | -98.2% | +124.2% | +28.8% |
| All | +26.4% | -93.2% | +119.7% | +24.1% |
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