+17.2%
APA vs AGI
+214.4%
-197.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +2.9% |
| 7D | +0.3% | +2.2% | -1.9% | +0.3% |
| 30D | +9.3% | +11.3% | -2.0% | +9.0% |
| 3M | +23.3% | +5.6% | +17.7% | +23.2% |
| 6M | +39.5% | -27.7% | +67.2% | +43.0% |
| YTD | +87.6% | -4.1% | +91.7% | +84.7% |
| 1Y | +114.2% | +13.8% | +100.4% | +106.0% |
| All | +17.2% | +214.4% | -197.2% | -13.1% |
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