+158.3%
APA vs AZO
+85.8%
+72.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +4.6% | -3.6% | +8.2% | +5.2% |
| 30D | +11.9% | -5.6% | +17.5% | +12.9% |
| 3M | +22.5% | -6.6% | +29.1% | +23.6% |
| 6M | +37.5% | -22.5% | +60.0% | +43.8% |
| YTD | +87.2% | -15.2% | +102.3% | +91.0% |
| 1Y | +101.4% | -33.9% | +135.4% | +119.0% |
| 3Y | +16.9% | +11.8% | +5.1% | +4.9% |
| All | +158.3% | +85.8% | +72.5% | +80.7% |
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