+378.5%
APP vs TRGP
+895.0%
-516.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -3.4% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | -10.0% | +14.6% | -24.6% | -16.4% |
| 3M | -44.6% | +11.9% | -56.6% | -49.1% |
| 6M | -37.9% | +25.3% | -63.1% | -47.1% |
| YTD | -53.7% | +61.9% | -115.6% | -66.3% |
| 1Y | -43.0% | +87.3% | -130.2% | -62.4% |
| 3Y | +640.8% | +268.0% | +372.8% | +267.0% |
| 5Y | +358.8% | +638.2% | -279.4% | +80.3% |
| All | +378.5% | +895.0% | -516.5% | +63.4% |
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