+6,242.0%
TGT vs APA
+815.8%
+5,426.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.7% |
| 7D | +0.8% | +0.5% | +0.2% | +0.7% |
| 30D | +12.2% | +23.4% | -11.2% | +9.0% |
| 3M | +33.8% | +12.7% | +21.1% | +31.3% |
| 6M | +39.3% | +39.4% | -0.1% | +32.1% |
| YTD | +72.9% | +79.0% | -6.1% | +58.3% |
| 1Y | +84.6% | +88.8% | -4.3% | +67.0% |
| 3Y | +46.2% | +6.4% | +39.9% | +39.9% |
| 5Y | -21.3% | +153.0% | -174.3% | -34.0% |
| 10Y | +213.5% | +7.5% | +206.0% | +156.9% |
| All | +6,242.0% | +815.8% | +5,426.2% | +3,837.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling