+256.3%
ASX vs AZO
-32.7%
+289.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.2% | -3.7% |
| 7D | +6.5% | -2.9% | +9.4% | +5.1% |
| 30D | +3.1% | -5.3% | +8.4% | +0.9% |
| 3M | +17.4% | -7.3% | +24.7% | +15.5% |
| 6M | +85.4% | -22.7% | +108.1% | +76.7% |
| YTD | +150.1% | -15.0% | +165.1% | +152.7% |
| 1Y | +256.3% | -32.2% | +288.5% | +211.0% |
| All | +256.3% | -32.7% | +289.0% | +211.0% |
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