+352.5%
APH vs AZO
+86.9%
+265.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | +1.6% | -0.8% | +2.4% | +1.8% |
| 30D | -3.0% | -5.1% | +2.1% | -2.2% |
| 3M | +5.7% | -7.2% | +13.0% | +6.8% |
| 6M | +20.0% | -20.7% | +40.7% | +25.1% |
| YTD | +20.8% | -14.2% | +35.0% | +23.4% |
| 1Y | +40.2% | -32.2% | +72.4% | +51.2% |
| 3Y | +288.1% | +11.1% | +277.0% | +254.3% |
| 5Y | +352.5% | +87.6% | +264.9% | +234.6% |
| All | +352.5% | +86.9% | +265.6% | +234.6% |
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