+125.0%
AG vs RVTY
+46.5%
+78.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.4% |
| 7D | -0.1% | -5.4% | +5.3% | +2.9% |
| 30D | +12.5% | +6.7% | +5.7% | +8.9% |
| 3M | +28.2% | +19.0% | +9.1% | +17.6% |
| 6M | -18.8% | +34.6% | -53.5% | -30.0% |
| YTD | +27.4% | +28.3% | -0.9% | +11.5% |
| All | +125.0% | +46.5% | +78.5% | +93.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling