+1,082.3%
APH vs AZN
+223.4%
+858.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.2% | +4.5% |
| 7D | +1.4% | -1.6% | +2.9% | +1.8% |
| 30D | -1.2% | +1.1% | -2.3% | -1.6% |
| 3M | +10.3% | -12.1% | +22.4% | +13.1% |
| 6M | +25.2% | -17.1% | +42.3% | +30.4% |
| YTD | +24.6% | -12.0% | +36.6% | +27.6% |
| 1Y | +41.4% | -0.2% | +41.7% | +39.7% |
| 3Y | +297.8% | +26.8% | +271.0% | +261.8% |
| 5Y | +366.0% | +56.9% | +309.1% | +291.0% |
| All | +1,082.3% | +223.4% | +858.9% | +780.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 10y: compounded portfolio wealth divided by compounded AZN 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…
10y analysis · Full analysis span regression · 6 months rolling