+264.1%
AG vs RJF
+69.1%
+195.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.5% |
| 7D | -5.8% | -4.2% | -1.6% | -4.5% |
| 30D | +6.4% | -3.6% | +10.0% | +7.5% |
| 3M | +28.4% | +15.6% | +12.7% | +22.6% |
| 6M | -24.5% | +17.6% | -42.1% | -28.4% |
| YTD | +21.2% | +9.2% | +12.0% | +17.4% |
| 1Y | +114.1% | +5.5% | +108.6% | +109.5% |
| All | +264.1% | +69.1% | +195.0% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RJF 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling