+1,187.3%
APA vs AZO
+42,241.4%
-41,054.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.3% | +3.3% |
| 7D | +0.3% | -0.8% | +1.1% | +0.5% |
| 30D | +9.3% | -5.1% | +14.4% | +10.5% |
| 3M | +23.3% | -7.2% | +30.6% | +24.9% |
| 6M | +39.5% | -20.7% | +60.2% | +45.7% |
| YTD | +87.6% | -14.2% | +101.8% | +92.0% |
| 1Y | +114.2% | -32.2% | +146.4% | +130.7% |
| 3Y | +13.6% | +11.1% | +2.4% | +7.7% |
| 5Y | +175.6% | +87.6% | +88.0% | +129.6% |
| 10Y | -2.6% | +302.9% | -305.6% | -32.0% |
| All | +1,187.3% | +42,241.4% | -41,054.1% | +392.2% |
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 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