+88.6%
TGT vs APA
+107.6%
-19.0%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.9% | +12.5% | +5.3% |
| 7D | +9.5% | -13.0% | +22.4% | +8.8% |
| 30D | +6.6% | +2.0% | +4.6% | +6.4% |
| 3M | +11.0% | +24.9% | -13.9% | +11.2% |
| 6M | +29.9% | +7.2% | +22.7% | +29.9% |
| YTD | +71.4% | +87.1% | -15.6% | +68.3% |
| 1Y | +88.6% | +107.2% | -18.6% | +85.7% |
| All | +88.6% | +107.6% | -19.0% | +85.7% |
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