+12,133.8%
APH vs AGI
+4,691.5%
+7,442.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +4.0% |
| 7D | -5.9% | +16.0% | -21.9% | -7.0% |
| 30D | -14.8% | +1.0% | -15.8% | -15.0% |
| 3M | -12.4% | +2.5% | -14.9% | -12.8% |
| 6M | +8.1% | -24.0% | +32.1% | +9.6% |
| YTD | +10.9% | -17.2% | +28.2% | +11.5% |
| 1Y | +8.8% | +4.9% | +3.9% | +7.7% |
| 3Y | +262.1% | +142.6% | +119.5% | +238.3% |
| 5Y | +283.1% | +315.2% | -32.0% | +244.5% |
| 10Y | +908.1% | +338.5% | +569.6% | +772.2% |
| All | +12,133.8% | +4,691.5% | +7,442.3% | +9,683.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling