+416.0%
AAOI vs AZO
+296.8%
+119.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -0.2% | -3.6% | +3.4% | +0.5% |
| 30D | -23.7% | -5.6% | -18.1% | -23.0% |
| 3M | -39.0% | -6.6% | -32.4% | -38.7% |
| 6M | -17.0% | -22.5% | +5.5% | -13.3% |
| YTD | +202.2% | -15.2% | +217.4% | +211.3% |
| 1Y | +292.4% | -33.9% | +326.3% | +324.1% |
| 3Y | +804.4% | +11.8% | +792.6% | +731.6% |
| 5Y | +1,318.0% | +85.5% | +1,232.5% | +1,033.4% |
| All | +416.0% | +296.8% | +119.1% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling