+11.3%
APH vs TRGP
+73.9%
-62.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -0.6% |
| 7D | +0.4% | +2.4% | -2.0% | +0.3% |
| 30D | -8.0% | +0.8% | -8.8% | -8.0% |
| 3M | -5.0% | +10.4% | -15.4% | -3.2% |
| 6M | +29.9% | +16.3% | +13.7% | +33.7% |
| YTD | +18.0% | +61.1% | -43.2% | +23.5% |
| 1Y | +11.3% | +71.6% | -60.3% | +18.1% |
| All | +11.3% | +73.9% | -62.6% | +18.1% |
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