+3,261.9%
AAPL vs TRGP
+2,231.3%
+1,030.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.3% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +3.0% | +11.5% | -8.5% | +1.1% |
| 3M | +2.9% | +9.0% | -6.1% | +1.1% |
| 6M | +22.1% | +20.5% | +1.6% | +17.8% |
| YTD | +18.0% | +59.5% | -41.5% | +8.7% |
| 1Y | +33.9% | +77.9% | -44.0% | +20.8% |
| 3Y | +71.2% | +253.6% | -182.4% | +37.0% |
| 5Y | +112.6% | +615.5% | -502.9% | +51.4% |
| 10Y | +1,198.8% | +897.1% | +301.7% | +694.2% |
| All | +3,261.9% | +2,231.3% | +1,030.6% | +1,349.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling