+84.5%
AAPL vs TRGP
+262.4%
-177.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | +7.1% | +10.0% | -2.9% | +5.6% |
| 3M | +12.1% | +7.6% | +4.5% | +10.6% |
| 6M | +25.4% | +26.8% | -1.4% | +19.6% |
| YTD | +20.5% | +60.6% | -40.1% | +9.1% |
| 1Y | +44.5% | +82.5% | -37.9% | +26.8% |
| All | +84.5% | +262.4% | -177.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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