-4.1%
APA vs TRGP
+868.8%
-872.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +0.8% | -0.6% | +1.3% | +1.2% |
| 30D | +9.6% | +10.0% | -0.3% | +1.0% |
| 3M | +18.0% | +7.6% | +10.4% | +10.8% |
| 6M | +41.9% | +26.8% | +15.1% | +16.6% |
| YTD | +86.3% | +60.6% | +25.8% | +26.3% |
| 1Y | +97.9% | +82.5% | +15.4% | +20.2% |
| 3Y | +12.8% | +265.0% | -252.2% | -61.2% |
| 5Y | +177.2% | +645.9% | -468.7% | -41.9% |
| All | -4.1% | +868.8% | -872.9% | -82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling