+6,170.5%
TGT vs APA
+942.5%
+5,228.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.1% |
| 7D | +2.6% | +8.5% | -5.9% | +1.5% |
| 30D | +4.7% | +2.8% | +1.9% | +4.1% |
| 3M | +4.6% | +21.7% | -17.2% | +1.5% |
| 6M | +34.9% | +32.6% | +2.3% | +29.0% |
| YTD | +70.9% | +103.7% | -32.8% | +53.3% |
| 1Y | +84.4% | +101.8% | -17.4% | +65.4% |
| 3Y | +69.1% | +48.1% | +21.1% | +54.6% |
| 5Y | -26.9% | +91.9% | -118.8% | -36.7% |
| 10Y | +207.6% | +8.4% | +199.3% | +152.1% |
| All | +6,170.5% | +942.5% | +5,228.0% | +3,713.2% |
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 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