+63,231.6%
AAPL vs AZO
+41,812.3%
+21,419.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.9% |
| 7D | -0.5% | -2.9% | +2.4% | +0.3% |
| 30D | +7.1% | -5.3% | +12.4% | +8.7% |
| 3M | +12.1% | -7.3% | +19.4% | +14.2% |
| 6M | +25.4% | -22.7% | +48.1% | +34.0% |
| YTD | +20.5% | -15.0% | +35.5% | +24.8% |
| 1Y | +44.5% | -32.2% | +76.8% | +59.3% |
| 3Y | +85.8% | +10.0% | +75.8% | +75.2% |
| 5Y | +124.8% | +85.8% | +38.9% | +79.5% |
| 10Y | +1,284.7% | +298.9% | +985.8% | +756.9% |
| All | +63,231.6% | +41,812.3% | +21,419.3% | +10,876.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling