+39,137.0%
AZO vs MKC
+2,043.7%
+37,093.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -2.9% | -2.8% | -0.1% | -2.1% |
| 30D | -5.3% | -3.4% | -1.9% | -4.4% |
| 3M | -7.3% | +3.8% | -11.1% | -8.4% |
| 6M | -22.7% | -17.9% | -4.7% | -18.7% |
| YTD | -15.0% | -23.6% | +8.6% | -9.1% |
| 1Y | -32.2% | -23.1% | -9.2% | -27.8% |
| 3Y | +10.0% | -31.5% | +41.5% | +19.6% |
| 5Y | +85.8% | -33.1% | +118.9% | +101.3% |
| 10Y | +298.9% | +29.3% | +269.5% | +255.9% |
| All | +39,137.0% | +2,043.7% | +37,093.3% | +16,790.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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