+2,620.0%
TECK vs AGI
+5,381.0%
-2,761.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.5% |
| 7D | +7.8% | +4.4% | +3.4% | +6.4% |
| 30D | +8.3% | +10.0% | -1.7% | +5.4% |
| 3M | +16.1% | +1.7% | +14.3% | +15.0% |
| 6M | +42.9% | -26.8% | +69.6% | +54.7% |
| YTD | +50.8% | -5.3% | +56.1% | +51.1% |
| 1Y | +106.1% | +11.5% | +94.6% | +96.7% |
| 3Y | +84.0% | +212.9% | -128.9% | +31.2% |
| 5Y | +223.5% | +388.8% | -165.3% | +102.3% |
| 10Y | +378.1% | +383.6% | -5.5% | +150.1% |
| All | +2,620.0% | +5,381.0% | -2,761.0% | +809.1% |
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