+365.7%
ALAB vs AZO
-6.6%
+372.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.9% | -7.3% |
| 7D | +3.2% | -0.5% | +3.7% | +3.0% |
| 30D | -13.6% | -5.6% | -7.9% | -15.0% |
| 3M | -16.6% | -4.0% | -12.6% | -16.7% |
| 6M | +142.3% | -18.9% | +161.3% | +138.9% |
| YTD | +73.6% | -13.0% | +86.6% | +73.3% |
| 1Y | +33.7% | -30.4% | +64.1% | +29.6% |
| All | +365.7% | -6.6% | +372.3% | +321.3% |
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