+289.2%
AZO vs RACE
+832.2%
-543.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.4% |
| 7D | -2.9% | -2.2% | -0.7% | -2.4% |
| 30D | -5.3% | -0.4% | -4.9% | -5.3% |
| 3M | -7.3% | +17.9% | -25.3% | -11.2% |
| 6M | -22.7% | +19.3% | -41.9% | -26.2% |
| YTD | -15.0% | +11.9% | -26.9% | -18.0% |
| 1Y | -32.2% | -12.7% | -19.5% | -31.0% |
| 3Y | +10.0% | +41.1% | -31.1% | -3.3% |
| 5Y | +85.8% | +94.1% | -8.2% | +47.6% |
| All | +289.2% | +832.2% | -543.0% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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