+352.5%
AAOI vs AZN
+0.4%
+352.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +4.7% |
| 7D | -0.7% | 0.0% | -0.7% | -0.6% |
| 30D | -17.9% | +0.7% | -18.7% | -17.3% |
| 3M | -48.0% | -10.5% | -37.5% | -48.3% |
| 6M | +5.8% | -19.3% | +25.1% | +9.5% |
| YTD | +202.7% | -10.6% | +213.3% | +205.7% |
| 1Y | +352.5% | +0.5% | +352.0% | +339.5% |
| All | +352.5% | +0.4% | +352.1% | +339.5% |
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