+193.1%
APD vs TRGP
+822.5%
-629.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +3.8% | +12.4% | -8.5% | +1.9% |
| 30D | +8.2% | +2.6% | +5.6% | +7.6% |
| 3M | +4.3% | +11.9% | -7.6% | +2.2% |
| 6M | +4.7% | +13.9% | -9.2% | +2.0% |
| YTD | +31.5% | +64.2% | -32.6% | +20.6% |
| 1Y | +23.5% | +78.5% | -55.0% | +11.7% |
| 3Y | +29.1% | +272.9% | -243.8% | +3.3% |
| 5Y | +15.9% | +510.7% | -494.8% | -14.4% |
| All | +193.1% | +822.5% | -629.4% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling