+90.9%
APA vs TRI
+0.5%
+90.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +8.5% | -2.9% | +11.4% | +8.9% |
| 30D | +2.8% | +3.7% | -0.9% | +1.9% |
| 3M | +21.7% | +3.7% | +18.0% | +20.3% |
| 6M | +32.6% | +35.1% | -2.5% | +25.0% |
| YTD | +103.7% | -14.0% | +117.7% | +106.5% |
| 1Y | +101.8% | -19.0% | +120.8% | +107.2% |
| 3Y | +48.1% | -12.0% | +60.0% | +40.7% |
| All | +90.9% | +0.5% | +90.4% | +70.9% |
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