+290.1%
APH vs AZO
+14.4%
+275.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.2% |
| 7D | +0.2% | -0.5% | +0.7% | +0.2% |
| 30D | -3.3% | -5.6% | +2.3% | -3.3% |
| 3M | +14.0% | -4.0% | +18.0% | +14.2% |
| 6M | +24.4% | -18.9% | +43.4% | +26.1% |
| YTD | +21.4% | -13.0% | +34.4% | +22.5% |
| 1Y | +48.9% | -30.4% | +79.4% | +53.1% |
| 3Y | +290.1% | +12.7% | +277.4% | +268.9% |
| All | +290.1% | +14.4% | +275.7% | +268.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling