-3.7%
APA vs TRI
+196.2%
-199.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.2% |
| 7D | +4.6% | -7.9% | +12.5% | +7.7% |
| 30D | +11.9% | -4.5% | +16.4% | +13.3% |
| 3M | +22.5% | +22.1% | +0.4% | +10.2% |
| 6M | +37.5% | -2.8% | +40.3% | +35.1% |
| YTD | +87.2% | -23.4% | +110.6% | +103.7% |
| 1Y | +101.4% | -41.5% | +143.0% | +152.9% |
| 3Y | +16.9% | -19.2% | +36.1% | +12.3% |
| 5Y | +178.4% | -9.4% | +187.8% | +138.1% |
| All | -3.7% | +196.2% | -199.9% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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