+226.3%
CLSK vs AJG
+8.2%
+218.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.2% | +8.0% | +6.6% |
| 7D | +7.7% | -8.3% | +16.0% | +6.2% |
| 30D | +12.2% | -5.7% | +17.9% | +11.2% |
| 3M | -15.5% | +9.1% | -24.5% | -16.6% |
| 6M | +39.3% | +15.2% | +24.1% | +36.5% |
| YTD | +35.1% | -6.3% | +41.4% | +37.0% |
| 1Y | +34.0% | -19.1% | +53.1% | +41.3% |
| 3Y | +226.3% | +8.2% | +218.0% | +195.2% |
| All | +226.3% | +8.2% | +218.1% | +195.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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