-29.5%
AZO vs AHR
+33.1%
-62.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | +0.7% | -1.5% | +2.2% | +0.9% |
| 30D | -2.7% | -1.4% | -1.3% | -2.6% |
| 3M | -3.2% | +18.6% | -21.8% | -3.4% |
| 6M | -19.7% | +6.6% | -26.3% | -20.1% |
| YTD | -12.0% | +17.5% | -29.5% | -11.2% |
| 1Y | -29.5% | +30.9% | -60.4% | -27.4% |
| All | -29.5% | +33.1% | -62.6% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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