+88.8%
APA vs FGI
+81.8%
+7.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.5% | -10.7% | -3.2% |
| 7D | +0.5% | +0.5% | 0.0% | +0.5% |
| 30D | +23.4% | +65.4% | -42.0% | +22.1% |
| 3M | +12.7% | +23.5% | -10.8% | +11.9% |
| 6M | +39.4% | +60.5% | -21.1% | +35.5% |
| YTD | +79.0% | +30.0% | +49.0% | +75.2% |
| 1Y | +88.8% | +82.1% | +6.8% | +74.4% |
| All | +88.8% | +81.8% | +7.0% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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