+314.0%
APH vs TPG
+78.6%
+235.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | +0.8% |
| 7D | +1.6% | -6.5% | +8.1% | +4.0% |
| 30D | -3.0% | +0.1% | -3.1% | -3.5% |
| 3M | +5.7% | +14.5% | -8.8% | -0.2% |
| 6M | +20.0% | +17.3% | +2.6% | +11.8% |
| YTD | +20.8% | -20.5% | +41.3% | +28.5% |
| 1Y | +40.2% | -13.2% | +53.5% | +43.2% |
| 3Y | +288.1% | +87.7% | +200.4% | +192.6% |
| All | +314.0% | +78.6% | +235.4% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 5y: compounded portfolio wealth divided by compounded TPG 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…
5y analysis · Full analysis span regression · 6 months rolling