+2,477.8%
APH vs TRGP
+2,035.2%
+442.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.7% | +6.8% | +4.6% |
| 7D | -5.9% | -16.0% | +10.1% | -2.6% |
| 30D | -14.8% | -6.4% | -8.4% | -13.7% |
| 3M | -12.4% | -1.0% | -11.5% | -12.5% |
| 6M | +8.1% | +7.0% | +1.1% | +5.9% |
| YTD | +10.9% | +46.1% | -35.2% | +1.6% |
| 1Y | +8.8% | +58.7% | -49.9% | -2.2% |
| 3Y | +262.1% | +221.9% | +40.2% | +182.1% |
| 5Y | +283.1% | +419.9% | -136.7% | +169.1% |
| 10Y | +908.1% | +769.8% | +138.3% | +460.4% |
| All | +2,477.8% | +2,035.2% | +442.6% | +765.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling