+288.6%
AZO vs AGI
+392.3%
-103.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -3.6% | -2.7% | -0.8% | -3.4% |
| 30D | -5.6% | +7.2% | -12.8% | -6.0% |
| 3M | -6.6% | +4.3% | -10.9% | -7.0% |
| 6M | -22.5% | -27.1% | +4.6% | -21.5% |
| YTD | -15.2% | -6.6% | -8.6% | -15.3% |
| 1Y | -33.9% | +9.5% | -43.5% | -34.7% |
| 3Y | +11.8% | +208.4% | -196.6% | +3.8% |
| 5Y | +85.5% | +401.6% | -316.1% | +66.6% |
| All | +288.6% | +392.3% | -103.8% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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