+6.2%
ABNB vs AZO
+85.8%
-79.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | -6.5% | -3.6% | -2.9% | -5.4% |
| 30D | -5.5% | -5.6% | +0.1% | -3.9% |
| 3M | +30.0% | -6.6% | +36.7% | +32.6% |
| 6M | +27.6% | -22.5% | +50.1% | +36.8% |
| YTD | +25.4% | -15.2% | +40.6% | +30.3% |
| 1Y | +38.3% | -33.9% | +72.2% | +55.2% |
| 3Y | +15.5% | +11.8% | +3.7% | +4.7% |
| All | +6.2% | +85.8% | -79.6% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling