+166.5%
AZN vs REPL
-6.0%
+172.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.4% | -1.2% |
| 7D | 0.0% | -3.0% | +3.0% | +0.1% |
| 30D | +0.7% | +27.1% | -26.4% | 0.0% |
| 3M | -10.5% | +52.4% | -62.9% | -12.7% |
| 6M | -19.3% | +107.4% | -126.7% | -24.5% |
| YTD | -10.6% | +54.7% | -65.3% | -15.5% |
| 1Y | +0.5% | +158.9% | -158.4% | -8.7% |
| 3Y | +25.9% | -23.7% | +49.6% | +11.2% |
| 5Y | +52.4% | -54.3% | +106.7% | +35.7% |
| All | +166.5% | -6.0% | +172.5% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded REPL 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling