+85.4%
APA vs TRGP
+495.9%
-410.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | -0.2% |
| 7D | +5.1% | +2.4% | +2.7% | +2.2% |
| 30D | +0.3% | +0.8% | -0.5% | -0.9% |
| 3M | +15.6% | +10.4% | +5.3% | +3.4% |
| 6M | +28.9% | +16.3% | +12.7% | +9.0% |
| YTD | +96.6% | +61.1% | +35.4% | +18.4% |
| 1Y | +95.5% | +71.6% | +23.9% | +10.1% |
| 3Y | +41.8% | +267.5% | -225.7% | -68.0% |
| 5Y | +85.4% | +488.1% | -402.7% | -78.2% |
| All | +85.4% | +495.9% | -410.5% | -78.2% |
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 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