+3,361.5%
ASX vs AZO
+14,267.8%
-10,906.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | +12.4% | +1.3% | +11.0% | +12.0% |
| 30D | -19.8% | +12.0% | -31.8% | -22.7% |
| 3M | -10.3% | +7.2% | -17.5% | -12.9% |
| 6M | +1.2% | -3.2% | +4.4% | -0.1% |
| YTD | +123.0% | -3.9% | +126.9% | +119.8% |
| 1Y | +145.4% | -14.7% | +160.1% | +150.4% |
| 3Y | +368.6% | +20.4% | +348.2% | +317.4% |
| 5Y | +486.0% | +72.8% | +413.2% | +354.2% |
| 10Y | +941.0% | +334.4% | +606.6% | +469.9% |
| All | +3,361.5% | +14,267.8% | -10,906.4% | +529.7% |
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