+113.1%
APA vs AGI
+5,459.2%
-5,346.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -3.0% |
| 7D | +0.5% | +0.6% | -0.1% | +0.4% |
| 30D | +23.4% | +18.2% | +5.2% | +20.9% |
| 3M | +12.7% | -4.1% | +16.8% | +12.5% |
| 6M | +39.4% | -28.7% | +68.1% | +42.9% |
| YTD | +79.0% | -4.0% | +82.9% | +76.3% |
| 1Y | +88.8% | +17.4% | +71.4% | +80.9% |
| 3Y | +6.4% | +203.0% | -196.7% | -10.6% |
| 5Y | +153.0% | +376.7% | -223.7% | +99.1% |
| 10Y | +7.5% | +407.5% | -399.9% | -22.0% |
| All | +113.1% | +5,459.2% | -5,346.1% | +25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling