-26.3%
APH vs AGI
+17.6%
-43.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.0% | -48.8% | -48.0% |
| 7D | -48.7% | -2.4% | -46.3% | -48.5% |
| 30D | -51.9% | +18.2% | -70.2% | -53.6% |
| 3M | -43.6% | -4.1% | -39.4% | -43.5% |
| 6M | -37.5% | -28.7% | -8.8% | -34.9% |
| YTD | -38.6% | -4.0% | -34.7% | -39.9% |
| 1Y | -26.3% | +17.4% | -43.7% | -31.0% |
| All | -26.3% | +17.6% | -43.9% | -31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling