+24.0%
APD vs TRGP
+65.2%
-41.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.2% |
| 7D | -0.2% | -5.8% | +5.5% | -0.1% |
| 30D | +11.0% | -1.5% | +12.5% | +10.9% |
| 3M | +2.0% | +6.1% | -4.1% | +1.4% |
| 6M | +7.1% | +14.4% | -7.3% | +5.0% |
| YTD | +29.8% | +55.3% | -25.6% | +18.7% |
| 1Y | +24.0% | +69.1% | -45.1% | +8.1% |
| All | +24.0% | +65.2% | -41.2% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling