+13.0%
APH vs TRGP
+60.7%
-47.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.4% | +4.8% | +8.4% |
| 7D | +1.1% | -7.2% | +8.2% | +0.3% |
| 30D | -7.5% | -4.2% | -3.3% | -7.5% |
| 3M | -4.4% | +7.0% | -11.4% | -2.4% |
| 6M | +26.5% | +11.2% | +15.2% | +30.1% |
| YTD | +20.0% | +51.1% | -31.1% | +25.5% |
| All | +13.0% | +60.7% | -47.7% | +19.8% |
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