+57.7%
AZN vs APO
+132.8%
-75.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -1.6% | -3.5% | +2.0% | -1.3% |
| 30D | +1.1% | -6.6% | +7.6% | +1.4% |
| 3M | -12.1% | -3.3% | -8.9% | -12.0% |
| 6M | -17.1% | +22.6% | -39.7% | -18.6% |
| YTD | -12.0% | -9.8% | -2.2% | -11.5% |
| 1Y | -0.2% | -3.9% | +3.7% | -0.3% |
| 3Y | +26.8% | +52.5% | -25.7% | +17.0% |
| All | +57.7% | +132.8% | -75.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 5y: compounded portfolio wealth divided by compounded APO 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…
5y analysis · Full analysis span regression · 6 months rolling