+93.5%
AMCR vs AZO
+662.5%
-569.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -6.3% | -3.6% | -2.7% | -5.4% |
| 30D | -7.8% | -5.6% | -2.2% | -6.5% |
| 3M | +7.5% | -6.6% | +14.2% | +9.1% |
| 6M | +2.7% | -22.5% | +25.2% | +9.0% |
| YTD | +6.0% | -15.2% | +21.2% | +9.9% |
| 1Y | +7.8% | -33.9% | +41.7% | +18.5% |
| 3Y | +5.8% | +11.8% | -6.0% | +1.3% |
| 5Y | -11.6% | +85.5% | -97.1% | -25.7% |
| 10Y | +14.6% | +298.2% | -283.6% | -13.8% |
| All | +93.5% | +662.5% | -569.0% | +37.6% |
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