+333.0%
APP vs TRGP
+621.9%
-288.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.8% |
| 7D | +0.9% | +0.8% | +0.1% | +0.4% |
| 30D | -23.3% | +11.5% | -34.8% | -28.3% |
| 3M | -42.6% | +9.0% | -51.6% | -46.7% |
| 6M | -33.6% | +20.5% | -54.1% | -42.7% |
| YTD | -52.4% | +59.5% | -112.0% | -65.7% |
| 1Y | -35.9% | +77.9% | -113.8% | -57.4% |
| 3Y | +642.2% | +253.6% | +388.6% | +258.2% |
| All | +333.0% | +621.9% | -288.9% | +83.0% |
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