+107.2%
APA vs TD
+61.0%
+46.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.8% | -9.6% | -5.3% |
| 7D | -13.0% | +1.4% | -14.3% | -12.1% |
| 30D | +2.0% | +10.2% | -8.3% | +7.6% |
| 3M | +24.9% | +8.1% | +16.8% | +30.8% |
| 6M | +7.2% | +22.3% | -15.1% | +22.4% |
| YTD | +87.1% | +39.0% | +48.0% | +126.4% |
| 1Y | +107.2% | +62.6% | +44.5% | +160.1% |
| All | +107.2% | +61.0% | +46.1% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling