+930.0%
APH vs AGI
+389.5%
+540.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.7% |
| 7D | +4.9% | -10.1% | +15.0% | +5.6% |
| 30D | -5.4% | -6.5% | +1.1% | -5.1% |
| 3M | -5.5% | -12.8% | +7.4% | -4.7% |
| 6M | +25.9% | -34.3% | +60.2% | +29.0% |
| YTD | +16.4% | -25.6% | +42.0% | +17.9% |
| 1Y | +16.5% | -14.2% | +30.7% | +17.1% |
| 3Y | +270.9% | +127.3% | +143.6% | +254.6% |
| 5Y | +289.5% | +241.8% | +47.7% | +265.7% |
| All | +930.0% | +389.5% | +540.5% | +894.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling