+169.1%
APD vs TRGP
+827.0%
-658.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | -4.6% | -0.7% | -3.9% | -4.5% |
| 30D | -4.2% | +9.5% | -13.7% | -5.6% |
| 3M | +5.0% | +10.8% | -5.8% | +3.0% |
| 6M | +8.9% | +25.3% | -16.4% | +4.6% |
| YTD | +21.9% | +60.3% | -38.4% | +12.4% |
| 1Y | +5.6% | +84.6% | -79.0% | -5.0% |
| 3Y | +6.9% | +264.4% | -257.5% | -14.1% |
| 5Y | +25.3% | +636.6% | -611.2% | -9.5% |
| 10Y | +169.1% | +848.9% | -679.9% | +79.6% |
| All | +169.1% | +827.0% | -658.0% | +79.6% |
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