+288.6%
AZO vs AR
+41.9%
+246.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | -3.6% | -2.5% | -1.1% | -3.5% |
| 30D | -5.6% | +2.5% | -8.1% | -5.7% |
| 3M | -6.6% | +12.3% | -19.0% | -7.3% |
| 6M | -22.5% | -3.1% | -19.4% | -22.5% |
| YTD | -15.2% | +11.5% | -26.7% | -15.9% |
| 1Y | -33.9% | +17.0% | -51.0% | -34.8% |
| 3Y | +11.8% | +47.3% | -35.5% | +7.9% |
| 5Y | +85.5% | +141.2% | -55.7% | +71.6% |
| All | +288.6% | +41.9% | +246.7% | +226.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling