+88.8%
APA vs TRU
-7.3%
+96.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.9% | +2.7% | -3.6% |
| 7D | +0.5% | -6.8% | +7.3% | +0.1% |
| 30D | +23.4% | 0.0% | +23.4% | +23.5% |
| 3M | +12.7% | +13.3% | -0.6% | +14.2% |
| 6M | +39.4% | +3.4% | +36.0% | +42.9% |
| YTD | +79.0% | -6.4% | +85.3% | +84.8% |
| 1Y | +88.8% | -9.7% | +98.5% | +92.3% |
| All | +88.8% | -7.3% | +96.1% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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