+101.8%
APA vs AGI
-15.8%
+117.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | +8.5% | -10.1% | +18.7% | +7.4% |
| 30D | +2.8% | -6.5% | +9.3% | +2.6% |
| 3M | +21.7% | -12.8% | +34.5% | +21.0% |
| 6M | +32.6% | -34.3% | +66.9% | +30.7% |
| YTD | +103.7% | -25.6% | +129.3% | +93.4% |
| 1Y | +101.8% | -14.2% | +116.0% | +81.9% |
| All | +101.8% | -15.8% | +117.6% | +81.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling