+30.0%
P vs AAOX
-97.6%
+127.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +12.6% | -9.0% | +1.4% |
| 7D | -23.8% | -52.9% | +29.1% | -14.6% |
| 30D | -36.6% | -86.9% | +50.3% | -16.5% |
| 3M | +10.9% | -89.6% | +100.5% | +44.6% |
| 6M | +30.0% | -97.3% | +127.3% | +78.5% |
| All | +30.0% | -97.6% | +127.5% | +78.5% |
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