+226.3%
CLSK vs AGI
+206.1%
+20.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.6% |
| 7D | +7.7% | -2.7% | +10.5% | +8.7% |
| 30D | +12.2% | +7.2% | +5.0% | +10.1% |
| 3M | -15.5% | +4.3% | -19.7% | -17.0% |
| 6M | +39.3% | -27.1% | +66.4% | +51.3% |
| YTD | +35.1% | -6.6% | +41.7% | +38.4% |
| 1Y | +34.0% | +9.5% | +24.5% | +34.6% |
| 3Y | +226.3% | +208.4% | +17.8% | +158.8% |
| All | +226.3% | +206.1% | +20.1% | +158.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling