+285.2%
APH vs AZO
+72.0%
+213.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | +4.9% | +1.3% | +3.5% | +4.7% |
| 30D | -5.4% | +12.0% | -17.3% | -7.1% |
| 3M | -5.5% | +7.2% | -12.7% | -6.6% |
| 6M | +25.9% | -3.2% | +29.1% | +26.3% |
| YTD | +16.4% | -3.9% | +20.2% | +16.5% |
| 1Y | +16.5% | -14.7% | +31.1% | +19.7% |
| 3Y | +270.9% | +20.4% | +250.4% | +236.2% |
| All | +285.2% | +72.0% | +213.2% | +195.7% |
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