+293.0%
IBKR vs AZO
+10.0%
+283.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | -1.3% | -3.6% | +2.2% | -1.2% |
| 30D | -0.2% | -5.6% | +5.3% | 0.0% |
| 3M | +3.0% | -6.6% | +9.6% | +3.1% |
| 6M | +33.9% | -22.5% | +56.4% | +36.6% |
| YTD | +42.5% | -15.2% | +57.7% | +44.5% |
| 1Y | +44.9% | -33.9% | +78.8% | +51.9% |
| 3Y | +293.0% | +11.8% | +281.2% | +267.0% |
| All | +293.0% | +10.0% | +283.0% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling