+267.5%
ASX vs AZO
-28.9%
+296.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.4% |
| 7D | -0.7% | +0.7% | -1.4% | -0.4% |
| 30D | +2.0% | -2.7% | +4.7% | +1.1% |
| 3M | -1.3% | -3.2% | +1.9% | -1.2% |
| 6M | +71.4% | -19.7% | +91.2% | +66.1% |
| YTD | +135.3% | -12.0% | +147.4% | +141.5% |
| 1Y | +267.5% | -29.5% | +297.0% | +232.9% |
| All | +267.5% | -28.9% | +296.4% | +232.9% |
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