+11.5%
AG vs APA
+101.2%
-89.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.0% | -7.2% | -4.9% |
| 7D | -6.0% | +9.6% | -15.7% | -4.1% |
| 30D | -14.3% | -0.2% | -14.1% | -14.1% |
| 3M | -26.9% | +19.8% | -46.8% | -23.8% |
| 6M | -42.1% | +30.1% | -72.2% | -37.8% |
| YTD | -15.9% | +100.4% | -116.3% | -15.5% |
| 1Y | +11.5% | +105.2% | -93.7% | +9.7% |
| All | +11.5% | +101.2% | -89.6% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling