-18.4%
APTV vs TRGP
+863.3%
-881.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.1% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -6.1% | +8.0% | -14.1% | -9.2% |
| 3M | -33.0% | +8.3% | -41.2% | -35.7% |
| 6M | -35.2% | +23.9% | -59.1% | -41.5% |
| YTD | -40.1% | +59.6% | -99.8% | -51.3% |
| 1Y | -45.6% | +79.4% | -125.0% | -58.1% |
| 3Y | -54.4% | +269.4% | -323.8% | -74.7% |
| 5Y | -68.9% | +641.6% | -710.5% | -87.1% |
| All | -18.4% | +863.3% | -881.7% | -79.3% |
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