+355.9%
APH vs AGI
+385.7%
-29.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.2% |
| 7D | +5.0% | +0.6% | +4.4% | +4.8% |
| 30D | -3.9% | +18.2% | -22.1% | -6.6% |
| 3M | +13.0% | -4.1% | +17.1% | +13.1% |
| 6M | +25.2% | -28.7% | +53.9% | +30.5% |
| YTD | +22.9% | -4.0% | +26.9% | +21.6% |
| 1Y | +47.8% | +17.4% | +30.4% | +41.3% |
| 3Y | +283.0% | +203.0% | +80.0% | +210.4% |
| All | +355.9% | +385.7% | -29.8% | +243.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling