-0.9%
AZN vs AS
-22.5%
+21.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.3% |
| 7D | -1.5% | -2.6% | +1.1% | -1.2% |
| 30D | -0.9% | -22.1% | +21.3% | +2.0% |
| 3M | -11.8% | -15.3% | +3.5% | -10.4% |
| 6M | -17.6% | -15.6% | -2.0% | -16.4% |
| YTD | -12.0% | -23.2% | +11.1% | -10.5% |
| 1Y | -0.9% | -21.7% | +20.8% | +1.5% |
| All | -0.9% | -22.5% | +21.7% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling