+185.0%
APD vs TRGP
+762.8%
-577.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.1% |
| 7D | -0.2% | -5.8% | +5.5% | +0.7% |
| 30D | +11.0% | -1.5% | +12.5% | +11.1% |
| 3M | +2.0% | +6.1% | -4.1% | +0.8% |
| 6M | +7.1% | +14.4% | -7.3% | +4.2% |
| YTD | +29.8% | +55.3% | -25.6% | +20.0% |
| 1Y | +24.0% | +69.1% | -45.1% | +13.1% |
| 3Y | +27.2% | +254.3% | -227.1% | +2.5% |
| 5Y | +12.8% | +471.4% | -458.6% | -15.8% |
| 10Y | +185.0% | +773.0% | -588.0% | +95.6% |
| All | +185.0% | +762.8% | -577.7% | +95.6% |
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