+87.9%
TRGP vs AHR
+26.3%
+61.5%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.2% | -4.5% |
| 7D | -6.5% | +9.5% | -15.9% | -6.4% |
| 30D | -0.4% | +11.7% | -12.1% | -0.3% |
| 3M | +8.8% | +4.0% | +4.8% | +8.7% |
| 6M | +11.0% | +13.5% | -2.5% | +10.5% |
| YTD | +57.4% | +21.6% | +35.8% | +53.1% |
| 1Y | +87.9% | +25.1% | +62.8% | +78.6% |
| All | +87.9% | +26.3% | +61.5% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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