-9.3%
TDG vs APA
+94.6%
-104.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | -0.2% |
| 7D | -2.0% | +0.5% | -2.6% | -1.9% |
| 30D | -7.4% | +23.4% | -30.8% | -4.0% |
| 3M | -5.4% | +12.7% | -18.1% | -2.7% |
| 6M | -11.6% | +39.4% | -51.1% | -9.8% |
| YTD | -12.6% | +79.0% | -91.6% | -11.3% |
| 1Y | -9.3% | +88.8% | -98.2% | -8.2% |
| All | -9.3% | +94.6% | -104.0% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling