+16.4%
APH vs AZO
-7.5%
+23.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.9% | -10.1% | -5.5% |
| 7D | -2.4% | +5.3% | -7.8% | -1.5% |
| 30D | -9.5% | +18.4% | -27.9% | -7.6% |
| 3M | -7.6% | +9.8% | -17.5% | -6.2% |
| 6M | +12.4% | -4.5% | +16.9% | +15.6% |
| YTD | +17.5% | -1.9% | +19.5% | +21.2% |
| 1Y | +16.4% | -9.5% | +25.9% | +21.1% |
| All | +16.4% | -7.5% | +23.9% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling