+288.6%
AZO vs RVTY
+145.6%
+142.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.7% |
| 7D | -3.6% | -4.5% | +1.0% | -2.8% |
| 30D | -5.6% | +5.5% | -11.0% | -6.6% |
| 3M | -6.6% | +22.5% | -29.2% | -10.4% |
| 6M | -22.5% | +38.9% | -61.4% | -27.6% |
| YTD | -15.2% | +28.7% | -43.9% | -19.9% |
| 1Y | -33.9% | +45.5% | -79.4% | -39.3% |
| 3Y | +11.8% | +16.4% | -4.6% | +4.7% |
| 5Y | +85.5% | -32.7% | +118.3% | +95.9% |
| All | +288.6% | +145.6% | +142.9% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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