+145.9%
APA vs TRI
+561.6%
-415.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | -0.3% |
| 7D | +0.5% | -0.5% | +1.1% | +0.6% |
| 30D | +23.4% | +7.9% | +15.5% | +18.2% |
| 3M | +12.7% | +24.1% | -11.4% | -2.5% |
| 6M | +39.4% | +3.8% | +35.6% | +30.8% |
| YTD | +79.0% | -16.9% | +95.8% | +85.5% |
| 1Y | +88.8% | -38.4% | +127.2% | +131.8% |
| 3Y | +6.4% | -12.2% | +18.6% | 0.0% |
| 5Y | +153.0% | -1.8% | +154.8% | +116.7% |
| 10Y | +7.5% | +207.6% | -200.1% | -54.3% |
| All | +145.9% | +561.6% | -415.7% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling