+45.0%
AAPL vs AZO
-32.5%
+77.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +3.8% | -3.6% | +7.4% | +3.9% |
| 30D | +9.9% | -5.6% | +15.5% | +10.0% |
| 3M | +12.5% | -6.6% | +19.1% | +12.5% |
| 6M | +27.6% | -22.5% | +50.1% | +26.8% |
| YTD | +22.6% | -15.2% | +37.7% | +23.0% |
| 1Y | +45.0% | -33.9% | +78.9% | +40.5% |
| All | +45.0% | -32.5% | +77.5% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling