+0.3%
AGI vs FRSH
+21.1%
-20.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -6.3% | +17.1% | +10.5% |
| 7D | -5.3% | -13.8% | +8.5% | -5.7% |
| 30D | -7.1% | +0.3% | -7.5% | -7.2% |
| 3M | +4.4% | +10.1% | -5.7% | +5.0% |
| 6M | -23.0% | +47.7% | -70.7% | -22.2% |
| YTD | -22.0% | +8.2% | -30.2% | -17.0% |
| 1Y | +0.3% | +21.4% | -21.2% | +5.6% |
| All | +0.3% | +21.1% | -20.8% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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