+1,041.3%
APH vs TRGP
+843.4%
+197.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.5% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | -3.3% | +14.6% | -17.9% | -6.3% |
| 3M | +14.0% | +11.9% | +2.1% | +10.8% |
| 6M | +24.4% | +25.3% | -0.8% | +17.7% |
| YTD | +21.4% | +61.9% | -40.4% | +8.4% |
| 1Y | +48.9% | +87.3% | -38.3% | +28.4% |
| 3Y | +290.1% | +268.0% | +22.1% | +192.3% |
| 5Y | +352.8% | +638.2% | -285.4% | +193.4% |
| 10Y | +1,041.3% | +821.9% | +219.3% | +526.2% |
| All | +1,041.3% | +843.4% | +197.9% | +526.2% |
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