-34.3%
ACHR vs AZO
-32.5%
-1.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.3% |
| 7D | -2.3% | -3.6% | +1.3% | -3.2% |
| 30D | -11.3% | -5.6% | -5.7% | -12.5% |
| 3M | +5.3% | -6.6% | +11.9% | +4.0% |
| 6M | -13.2% | -22.5% | +9.3% | -14.8% |
| YTD | -25.8% | -15.2% | -10.6% | -22.1% |
| 1Y | -34.3% | -33.9% | -0.3% | -36.9% |
| All | -34.3% | -32.5% | -1.7% | -36.9% |
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 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