+916.7%
APO vs AZO
+296.8%
+619.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -3.5% | -3.6% | +0.1% | -2.2% |
| 30D | -6.6% | -5.6% | -1.0% | -4.6% |
| 3M | -3.3% | -6.6% | +3.4% | -1.5% |
| 6M | +22.6% | -22.5% | +45.1% | +33.3% |
| YTD | -9.8% | -15.2% | +5.4% | -5.9% |
| 1Y | -3.9% | -33.9% | +30.1% | +10.1% |
| 3Y | +52.5% | +11.8% | +40.7% | +36.8% |
| 5Y | +134.0% | +85.5% | +48.5% | +63.1% |
| All | +916.7% | +296.8% | +619.9% | +453.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling