+143.3%
AAPL vs TRGP
+504.4%
-361.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | 0.0% | +0.3% |
| 7D | +4.1% | +12.4% | -8.2% | +1.5% |
| 30D | +4.0% | +2.6% | +1.3% | +3.1% |
| 3M | +16.8% | +11.9% | +4.9% | +13.3% |
| 6M | +19.4% | +13.9% | +5.5% | +14.7% |
| YTD | +31.5% | +64.2% | -32.7% | +13.9% |
| 1Y | +31.0% | +78.5% | -47.5% | +10.6% |
| 3Y | +95.3% | +272.9% | -177.6% | +29.4% |
| All | +143.3% | +504.4% | -361.0% | +37.4% |
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 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