+1,786.0%
AXON vs AZO
+297.5%
+1,488.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | -11.0% | -2.9% | -8.1% | -10.1% |
| 30D | -24.7% | -5.3% | -19.4% | -23.4% |
| 3M | +7.0% | -7.3% | +14.3% | +9.6% |
| 6M | -9.6% | -22.7% | +13.0% | -2.2% |
| YTD | -15.7% | -15.0% | -0.6% | -12.1% |
| 1Y | -35.9% | -32.2% | -3.7% | -28.2% |
| 3Y | +123.0% | +10.0% | +113.0% | +105.7% |
| 5Y | +166.3% | +85.8% | +80.5% | +99.4% |
| All | +1,786.0% | +297.5% | +1,488.5% | +971.8% |
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