+6.1%
APA vs AGI
+389.5%
-383.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +8.5% | -10.1% | +18.7% | +9.4% |
| 30D | +2.8% | -6.5% | +9.3% | +3.1% |
| 3M | +21.7% | -12.8% | +34.5% | +22.6% |
| 6M | +32.6% | -34.3% | +66.9% | +36.3% |
| YTD | +103.7% | -25.6% | +129.3% | +104.7% |
| 1Y | +101.8% | -14.2% | +116.0% | +99.6% |
| 3Y | +48.1% | +127.3% | -79.2% | +29.6% |
| 5Y | +91.9% | +241.8% | -149.9% | +58.9% |
| All | +6.1% | +389.5% | -383.4% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling