+127.8%
AAPL vs TRGP
+628.1%
-500.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +3.8% | +0.1% | +3.8% | +3.8% |
| 30D | +9.9% | +8.0% | +1.9% | +7.9% |
| 3M | +12.5% | +8.3% | +4.2% | +9.9% |
| 6M | +27.6% | +23.9% | +3.7% | +19.9% |
| YTD | +22.6% | +59.6% | -37.1% | +7.4% |
| 1Y | +45.0% | +79.4% | -34.5% | +22.4% |
| 3Y | +87.8% | +269.4% | -181.7% | +25.8% |
| All | +127.8% | +628.1% | -500.3% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling