+963.7%
ASX vs AZO
+297.5%
+666.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.2% | -3.0% |
| 7D | +6.5% | -2.9% | +9.4% | +7.1% |
| 30D | +3.1% | -5.3% | +8.4% | +4.1% |
| 3M | +17.4% | -7.3% | +24.7% | +18.3% |
| 6M | +85.4% | -22.7% | +108.1% | +94.8% |
| YTD | +150.1% | -15.0% | +165.1% | +155.7% |
| 1Y | +256.3% | -32.2% | +288.5% | +285.5% |
| 3Y | +446.9% | +10.0% | +436.8% | +400.6% |
| 5Y | +447.1% | +85.8% | +361.3% | +311.7% |
| All | +963.7% | +297.5% | +666.2% | +583.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling