+46.8%
TGT vs APA
+9.3%
+37.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.4% |
| 7D | -0.6% | -1.7% | +1.1% | -0.4% |
| 30D | +9.5% | +15.7% | -6.2% | +6.7% |
| 3M | +32.3% | +16.5% | +15.8% | +28.4% |
| 6M | +37.0% | +35.1% | +1.9% | +27.7% |
| YTD | +71.0% | +82.2% | -11.2% | +48.9% |
| 1Y | +85.0% | +102.5% | -17.4% | +56.0% |
| 3Y | +46.8% | +10.3% | +36.5% | +29.2% |
| All | +46.8% | +9.3% | +37.5% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling