+45.7%
APA vs AGI
+128.6%
-82.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.2% | +6.1% | +1.9% |
| 7D | +9.6% | -7.5% | +17.1% | +9.5% |
| 30D | -0.2% | -9.9% | +9.6% | -0.1% |
| 3M | +19.8% | -14.2% | +34.0% | +19.9% |
| 6M | +30.1% | -35.2% | +65.3% | +31.5% |
| YTD | +100.4% | -25.2% | +125.7% | +98.1% |
| 1Y | +105.2% | -14.3% | +119.5% | +99.8% |
| All | +45.7% | +128.6% | -82.9% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling