+39,538.7%
AZO vs RGEN
+1,019.0%
+38,519.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.3% |
| 7D | -0.8% | -4.6% | +3.8% | -0.7% |
| 30D | -5.1% | +1.2% | -6.3% | -5.2% |
| 3M | -7.2% | +26.8% | -34.1% | -8.0% |
| 6M | -20.7% | +29.1% | -49.8% | -21.5% |
| YTD | -14.2% | +0.7% | -14.9% | -14.4% |
| 1Y | -32.2% | +39.1% | -71.2% | -33.1% |
| 3Y | +11.1% | +2.2% | +8.9% | +9.8% |
| 5Y | +87.6% | -44.0% | +131.6% | +87.4% |
| 10Y | +302.9% | +412.7% | -109.8% | +274.3% |
| All | +39,538.7% | +1,019.0% | +38,519.8% | +30,338.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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