+3,845.5%
APH vs AG
+287.4%
+3,558.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -9.0% |
| 7D | -12.7% | -2.9% | -9.8% | -12.5% |
| 30D | -19.2% | -15.1% | -4.1% | -17.7% |
| 3M | -16.7% | -15.4% | -1.3% | -15.4% |
| 6M | +5.1% | -21.9% | +27.1% | +7.1% |
| YTD | +6.6% | -10.4% | +17.0% | +5.8% |
| 1Y | +3.9% | +39.8% | -35.9% | -2.1% |
| 3Y | +246.0% | +209.5% | +36.5% | +188.4% |
| 5Y | +268.0% | +12.5% | +255.5% | +231.6% |
| 10Y | +868.2% | +79.5% | +788.8% | +647.2% |
| All | +3,845.5% | +287.4% | +3,558.1% | +1,603.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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