+5,453.2%
AGI vs MKC
+576.9%
+4,876.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.5% |
| 7D | +2.2% | -4.3% | +6.5% | +3.0% |
| 30D | +11.3% | -3.1% | +14.4% | +11.8% |
| 3M | +5.6% | +6.8% | -1.2% | +4.0% |
| 6M | -27.7% | -18.3% | -9.3% | -25.1% |
| YTD | -4.1% | -23.1% | +19.0% | +0.2% |
| 1Y | +13.8% | -23.7% | +37.5% | +18.8% |
| 3Y | +217.0% | -31.0% | +248.0% | +234.7% |
| 5Y | +404.3% | -33.5% | +437.9% | +432.2% |
| 10Y | +400.5% | +30.3% | +370.2% | +361.9% |
| All | +5,453.2% | +576.9% | +4,876.3% | +4,220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling