+1,278.0%
AAPL vs AZO
+296.8%
+981.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +3.8% | -3.6% | +7.4% | +4.9% |
| 30D | +9.9% | -5.6% | +15.5% | +11.7% |
| 3M | +12.5% | -6.6% | +19.1% | +14.3% |
| 6M | +27.6% | -22.5% | +50.1% | +36.4% |
| YTD | +22.6% | -15.2% | +37.7% | +26.9% |
| 1Y | +45.0% | -33.9% | +78.9% | +61.6% |
| 3Y | +87.8% | +11.8% | +76.0% | +73.7% |
| 5Y | +128.7% | +85.5% | +43.1% | +75.5% |
| All | +1,278.0% | +296.8% | +981.2% | +785.7% |
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