+252.4%
APP vs AZN
+62.1%
+190.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.5% |
| 7D | +48.9% | -1.9% | +50.8% | +49.4% |
| 30D | +49.4% | +17.1% | +32.3% | +44.1% |
| 3M | +27.0% | +16.8% | +10.2% | +22.6% |
| 6M | -15.4% | +2.0% | -17.4% | -16.5% |
| YTD | -39.9% | +1.9% | -41.9% | -41.4% |
| 1Y | -32.0% | +5.2% | -37.1% | -34.4% |
| 3Y | +824.3% | +54.8% | +769.6% | +627.2% |
| 5Y | +252.4% | +62.4% | +190.0% | +154.5% |
| All | +252.4% | +62.1% | +190.3% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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