+1,472.1%
AXTI vs AZO
+296.8%
+1,175.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -3.6% | +8.6% | +5.8% |
| 30D | -17.5% | -5.6% | -11.9% | -16.7% |
| 3M | -26.7% | -6.6% | -20.0% | -26.5% |
| 6M | +36.8% | -22.5% | +59.3% | +42.5% |
| YTD | +296.1% | -15.2% | +311.3% | +302.7% |
| 1Y | +1,810.6% | -33.9% | +1,844.6% | +1,963.5% |
| 3Y | +2,587.6% | +11.8% | +2,575.7% | +2,300.4% |
| 5Y | +601.7% | +85.5% | +516.2% | +421.8% |
| All | +1,472.1% | +296.8% | +1,175.3% | +824.1% |
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