+1,090.2%
ATI vs AZO
+296.8%
+793.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | 0.0% |
| 7D | -5.6% | -3.6% | -2.1% | -4.0% |
| 30D | -13.7% | -5.6% | -8.2% | -11.5% |
| 3M | -0.4% | -6.6% | +6.3% | +1.7% |
| 6M | +26.2% | -22.5% | +48.7% | +40.4% |
| YTD | +73.2% | -15.2% | +88.4% | +83.6% |
| 1Y | +161.6% | -33.9% | +195.5% | +211.9% |
| 3Y | +346.2% | +11.8% | +334.4% | +292.5% |
| 5Y | +1,047.6% | +85.5% | +962.1% | +624.8% |
| All | +1,090.2% | +296.8% | +793.4% | +446.7% |
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 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