-33.5%
AGBK price history and return analytics
+12.4%
-45.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.5% |
| 7D | -1.5% | -1.1% | -0.4% | -0.6% |
| 30D | +8.1% | -1.0% | +9.1% | +9.0% |
| 3M | -3.1% | +3.2% | -6.2% | -6.1% |
| 6M | -33.5% | +12.5% | -46.0% | -45.3% |
| All | -33.5% | +12.4% | -45.9% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 6mo: compounded portfolio wealth divided by compounded VT 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…
6mo analysis · Full analysis span regression · 6 months rolling