+85.2%
AZO vs DAR
-9.0%
+94.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | -3.6% | -0.1% | -3.4% | -3.6% |
| 30D | -5.6% | +2.6% | -8.2% | -5.7% |
| 3M | -6.6% | +14.2% | -20.9% | -7.5% |
| 6M | -22.5% | +17.2% | -39.7% | -23.5% |
| YTD | -15.2% | +80.9% | -96.0% | -18.7% |
| 1Y | -33.9% | +104.0% | -137.9% | -37.2% |
| 3Y | +11.8% | +3.6% | +8.2% | +12.3% |
| All | +85.2% | -9.0% | +94.2% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling