+476.3%
ASX vs AZO
+11.4%
+464.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +3.3% |
| 7D | +11.1% | -0.8% | +11.9% | +11.0% |
| 30D | +9.6% | -5.1% | +14.7% | +8.7% |
| 3M | +18.6% | -7.2% | +25.9% | +18.1% |
| 6M | +92.1% | -20.7% | +112.9% | +90.7% |
| YTD | +158.5% | -14.2% | +172.6% | +158.1% |
| 1Y | +271.9% | -32.2% | +304.1% | +272.3% |
| All | +476.3% | +11.4% | +464.9% | +436.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling