+333.0%
APP vs AGI
+385.7%
-52.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.8% |
| 7D | +0.9% | +0.6% | +0.3% | +0.6% |
| 30D | -23.3% | +18.2% | -41.5% | -27.0% |
| 3M | -42.6% | -4.1% | -38.5% | -42.5% |
| 6M | -33.6% | -28.7% | -4.9% | -28.2% |
| YTD | -52.4% | -4.0% | -48.4% | -52.6% |
| 1Y | -35.9% | +17.4% | -53.3% | -39.5% |
| 3Y | +642.2% | +203.0% | +439.2% | +430.8% |
| All | +333.0% | +385.7% | -52.8% | +180.3% |
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