-59.0%
SKUU vs AGI
+0.3%
-59.3%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +10.8% | -21.1% | -17.5% |
| 7D | -25.6% | -5.3% | -20.3% | -21.3% |
| 30D | -49.6% | -7.1% | -42.5% | -45.4% |
| 3M | -26.8% | +4.4% | -31.3% | -29.7% |
| All | -59.0% | +0.3% | -59.3% | -59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling