+528.8%
APP vs TRGP
+828.9%
-300.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.4% | +1.4% | +3.4% |
| 7D | +79.2% | -7.2% | +86.3% | +83.4% |
| 30D | +48.0% | -4.2% | +52.2% | +48.3% |
| 3M | +18.2% | +7.0% | +11.3% | +11.2% |
| 6M | -12.5% | +11.2% | -23.7% | -21.9% |
| YTD | -39.2% | +51.1% | -90.3% | -55.1% |
| 1Y | -33.9% | +62.0% | -95.9% | -53.4% |
| 3Y | +933.3% | +248.2% | +685.1% | +417.6% |
| 5Y | +295.9% | +432.4% | -136.5% | +68.0% |
| All | +528.8% | +828.9% | -300.0% | +117.4% |
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 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