+527.5%
APP vs AZO
+124.7%
+402.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | +4.6% | +1.3% | +3.2% | +4.3% |
| 30D | +56.0% | +12.0% | +44.1% | +52.7% |
| 3M | +30.8% | +7.2% | +23.6% | +28.9% |
| 6M | -9.8% | -3.2% | -6.6% | -9.8% |
| YTD | -39.3% | -3.9% | -35.4% | -39.7% |
| 1Y | -26.4% | -14.7% | -11.8% | -25.1% |
| 3Y | +887.9% | +20.4% | +867.5% | +745.7% |
| 5Y | +264.1% | +72.8% | +191.3% | +163.4% |
| All | +527.5% | +124.7% | +402.8% | +439.8% |
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