-44.5%
APP vs AZO
-32.7%
-11.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +2.9% |
| 7D | +0.3% | -2.9% | +3.2% | -0.2% |
| 30D | -1.3% | -5.3% | +4.0% | -2.2% |
| 3M | -36.2% | -7.3% | -28.9% | -37.0% |
| 6M | -34.1% | -22.7% | -11.5% | -37.6% |
| YTD | -53.3% | -15.0% | -38.3% | -55.2% |
| 1Y | -44.5% | -32.2% | -12.3% | -48.1% |
| All | -44.5% | -32.7% | -11.8% | -48.1% |
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