+355.9%
APH vs TRGP
+621.9%
-266.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +5.0% | +0.8% | +4.2% | +4.7% |
| 30D | -3.9% | +11.5% | -15.4% | -7.2% |
| 3M | +13.0% | +9.0% | +4.0% | +9.4% |
| 6M | +25.2% | +20.5% | +4.7% | +16.7% |
| YTD | +22.9% | +59.5% | -36.6% | +3.7% |
| 1Y | +47.8% | +77.9% | -30.1% | +19.4% |
| 3Y | +283.0% | +253.6% | +29.4% | +148.3% |
| All | +355.9% | +621.9% | -266.0% | +129.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling