-49.2%
APA vs TRGP
+2,231.3%
-2,280.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.4% |
| 7D | +0.5% | +0.8% | -0.2% | 0.0% |
| 30D | +23.4% | +11.5% | +11.9% | +14.2% |
| 3M | +12.7% | +9.0% | +3.7% | +6.1% |
| 6M | +39.4% | +20.5% | +18.9% | +22.8% |
| YTD | +79.0% | +59.5% | +19.4% | +30.3% |
| 1Y | +88.8% | +77.9% | +10.9% | +27.4% |
| 3Y | +6.4% | +253.6% | -247.2% | -54.6% |
| 5Y | +153.0% | +615.5% | -462.5% | -27.0% |
| 10Y | +7.5% | +897.1% | -889.6% | -74.4% |
| All | -49.2% | +2,231.3% | -2,280.5% | -92.4% |
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