+528.8%
APP vs AGI
+304.3%
+224.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.4% | +2.4% | +4.1% |
| 7D | +79.2% | +17.4% | +61.8% | +71.7% |
| 30D | +48.0% | -0.9% | +48.9% | +48.5% |
| 3M | +18.2% | -1.6% | +19.8% | +18.1% |
| 6M | -12.5% | -24.7% | +12.2% | -6.7% |
| YTD | -39.2% | -15.3% | -23.9% | -37.3% |
| 1Y | -33.9% | +5.5% | -39.4% | -35.4% |
| 3Y | +933.3% | +154.5% | +778.8% | +678.6% |
| 5Y | +295.9% | +310.6% | -14.8% | +158.0% |
| All | +528.8% | +304.3% | +224.6% | +322.2% |
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