+88.8%
APA vs TD
+64.8%
+24.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -3.8% |
| 7D | +0.5% | +0.3% | +0.2% | +0.7% |
| 30D | +23.4% | +0.4% | +23.0% | +23.9% |
| 3M | +12.7% | +7.6% | +5.1% | +16.4% |
| 6M | +39.4% | +25.0% | +14.4% | +52.3% |
| YTD | +79.0% | +31.0% | +47.9% | +90.8% |
| 1Y | +88.8% | +65.2% | +23.6% | +67.0% |
| All | +88.8% | +64.8% | +24.0% | +67.0% |
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