+955.2%
APH vs AGI
+335.7%
+619.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.4% | -0.6% |
| 7D | -5.0% | +13.9% | -19.0% | -6.0% |
| 30D | -8.4% | -6.2% | -2.1% | -8.0% |
| 3M | -4.5% | -6.9% | +2.4% | -4.2% |
| 6M | +25.3% | -28.7% | +54.0% | +27.6% |
| YTD | +18.9% | -19.8% | +38.7% | +19.9% |
| 1Y | +11.9% | -4.8% | +16.7% | +11.7% |
| 3Y | +278.0% | +144.3% | +133.7% | +259.8% |
| 5Y | +306.4% | +277.2% | +29.2% | +279.9% |
| 10Y | +955.2% | +365.9% | +589.3% | +920.1% |
| All | +955.2% | +335.7% | +619.5% | +920.1% |
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 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