+1,766.1%
APO vs AZO
+961.4%
+804.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.7% | -0.1% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | -0.4% | -5.1% | +4.7% | +1.5% |
| 3M | -0.9% | -7.2% | +6.3% | +1.2% |
| 6M | +22.1% | -20.7% | +42.9% | +31.9% |
| YTD | -8.4% | -14.2% | +5.8% | -4.8% |
| 1Y | -0.9% | -32.2% | +31.2% | +12.5% |
| 3Y | +56.1% | +11.1% | +45.0% | +41.0% |
| 5Y | +136.0% | +87.6% | +48.4% | +65.6% |
| 10Y | +949.3% | +302.9% | +646.4% | +433.9% |
| All | +1,766.1% | +961.4% | +804.7% | +486.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling