+107.2%
APA vs TRMB
-31.2%
+138.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -17.3% | +10.4% | -7.0% |
| 7D | -13.0% | -15.7% | +2.7% | -12.8% |
| 30D | +2.0% | -7.8% | +9.7% | +3.2% |
| 3M | +24.9% | -9.3% | +34.2% | +26.1% |
| 6M | +7.2% | -20.8% | +28.0% | +7.9% |
| YTD | +87.1% | -30.8% | +117.9% | +84.8% |
| 1Y | +107.2% | -31.0% | +138.1% | +107.5% |
| All | +107.2% | -31.2% | +138.4% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling