+288.6%
AZO vs FLR
+19.7%
+268.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | -3.6% | -3.5% | -0.1% | -3.3% |
| 30D | -5.6% | +4.2% | -9.7% | -5.9% |
| 3M | -6.6% | +8.1% | -14.7% | -7.5% |
| 6M | -22.5% | +21.5% | -44.0% | -24.1% |
| YTD | -15.2% | +36.8% | -51.9% | -17.8% |
| 1Y | -33.9% | +31.2% | -65.1% | -35.9% |
| 3Y | +11.8% | +53.9% | -42.1% | +4.8% |
| 5Y | +85.5% | +243.0% | -157.5% | +60.0% |
| All | +288.6% | +19.7% | +268.8% | +223.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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