-29.5%
AZO vs AR
+22.7%
-52.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | +0.7% | +2.5% | -1.8% | +0.8% |
| 30D | -2.7% | +14.8% | -17.5% | -2.1% |
| 3M | -3.2% | +6.2% | -9.4% | -2.8% |
| 6M | -19.7% | +4.3% | -24.0% | -19.8% |
| YTD | -12.0% | +14.4% | -26.4% | -12.6% |
| 1Y | -29.5% | +21.3% | -50.9% | -29.2% |
| All | -29.5% | +22.7% | -52.2% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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