+175.6%
APA vs TRI
-10.1%
+185.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.8% | +3.2% |
| 7D | +0.3% | -8.4% | +8.7% | +1.6% |
| 30D | +9.3% | -6.5% | +15.8% | +10.3% |
| 3M | +23.3% | +18.6% | +4.8% | +19.3% |
| 6M | +39.5% | -10.4% | +49.9% | +40.6% |
| YTD | +87.6% | -23.7% | +111.3% | +94.8% |
| 1Y | +114.2% | -42.5% | +156.7% | +137.0% |
| 3Y | +13.6% | -19.3% | +32.9% | +8.9% |
| 5Y | +175.6% | -9.7% | +185.2% | +141.1% |
| All | +175.6% | -10.1% | +185.7% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling