+100.9%
AAOI vs AZN
+18.4%
+82.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.8% | -10.1% | -5.2% |
| 7D | -27.9% | +11.5% | -39.4% | -20.9% |
| 30D | -51.2% | +20.8% | -72.0% | -43.4% |
| 3M | -55.0% | +21.5% | -76.4% | -47.0% |
| 6M | -65.7% | +3.0% | -68.8% | -61.5% |
| YTD | +70.0% | +3.9% | +66.2% | +99.4% |
| 1Y | +100.9% | +16.4% | +84.5% | +178.8% |
| All | +100.9% | +18.4% | +82.5% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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