+97.9%
APA vs TRMB
-29.0%
+126.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.8% |
| 7D | +0.8% | -5.4% | +6.2% | +0.4% |
| 30D | +9.6% | -2.0% | +11.6% | +9.5% |
| 3M | +18.0% | +12.3% | +5.7% | +19.1% |
| 6M | +41.9% | -17.6% | +59.5% | +43.8% |
| YTD | +86.3% | -27.5% | +113.8% | +88.2% |
| 1Y | +97.9% | -29.1% | +127.0% | +96.5% |
| All | +97.9% | -29.0% | +126.9% | +96.5% |
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