+11,036.1%
AZO vs FLR
+571.1%
+10,465.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.7% |
| 7D | -2.9% | -6.9% | +4.0% | -2.0% |
| 30D | -5.3% | +1.1% | -6.4% | -5.5% |
| 3M | -7.3% | +14.3% | -21.7% | -9.6% |
| 6M | -22.7% | +19.1% | -41.8% | -25.3% |
| YTD | -15.0% | +35.1% | -50.2% | -19.5% |
| 1Y | -32.2% | +29.5% | -61.7% | -35.7% |
| 3Y | +10.0% | +53.0% | -43.0% | -1.4% |
| 5Y | +85.8% | +238.9% | -153.1% | +44.7% |
| 10Y | +298.9% | +17.4% | +281.5% | +221.2% |
| All | +11,036.1% | +571.1% | +10,465.0% | +5,695.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling