+944.2%
APH vs TRGP
+826.3%
+117.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.6% |
| 7D | +0.4% | +2.4% | -2.0% | -0.1% |
| 30D | -8.0% | +0.8% | -8.8% | -8.2% |
| 3M | -5.0% | +10.4% | -15.4% | -7.2% |
| 6M | +29.9% | +16.3% | +13.7% | +25.0% |
| YTD | +18.0% | +61.1% | -43.2% | +5.3% |
| 1Y | +11.3% | +71.6% | -60.3% | -2.1% |
| 3Y | +274.9% | +267.5% | +7.5% | +181.2% |
| 5Y | +300.6% | +488.1% | -187.6% | +170.8% |
| 10Y | +944.2% | +803.8% | +140.4% | +480.3% |
| All | +944.2% | +826.3% | +117.9% | +480.3% |
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