-35.9%
APP vs AZO
-28.9%
-7.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.3% |
| 7D | +0.9% | +0.7% | +0.2% | +1.0% |
| 30D | -23.3% | -2.7% | -20.6% | -23.6% |
| 3M | -42.6% | -3.2% | -39.4% | -42.8% |
| 6M | -33.6% | -19.7% | -13.9% | -36.4% |
| YTD | -52.4% | -12.0% | -40.4% | -54.0% |
| 1Y | -35.9% | -29.5% | -6.4% | -37.4% |
| All | -35.9% | -28.9% | -7.0% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling