+129.2%
APO vs AZO
+85.8%
+43.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -3.5% | -3.6% | +0.1% | -2.7% |
| 30D | -6.6% | -5.6% | -1.0% | -5.4% |
| 3M | -3.3% | -6.6% | +3.4% | -2.2% |
| 6M | +22.6% | -22.5% | +45.1% | +29.8% |
| YTD | -9.8% | -15.2% | +5.4% | -7.3% |
| 1Y | -3.9% | -33.9% | +30.1% | +6.2% |
| 3Y | +52.5% | +11.8% | +40.7% | +37.2% |
| All | +129.2% | +85.8% | +43.4% | +49.2% |
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