+75.5%
OSCR vs JAAA
+4.9%
+70.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | -0.4% |
| 7D | +5.8% | +0.2% | +5.7% | +4.8% |
| 30D | +7.1% | +0.5% | +6.6% | +3.7% |
| 3M | +36.7% | +1.3% | +35.4% | +26.3% |
| 6M | +114.3% | +2.7% | +111.6% | +85.0% |
| YTD | +124.4% | +3.2% | +121.2% | +93.2% |
| 1Y | +75.5% | +4.9% | +70.5% | +17.0% |
| All | +75.5% | +4.9% | +70.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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