+253.0%
TRGP vs AHR
+357.7%
-104.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | -0.7% | -4.3% | +3.6% | +0.1% |
| 30D | +9.5% | -3.1% | +12.5% | +10.1% |
| 3M | +10.8% | +15.7% | -4.9% | +6.8% |
| 6M | +25.3% | +4.1% | +21.3% | +23.5% |
| YTD | +60.3% | +15.4% | +44.8% | +52.9% |
| 1Y | +84.6% | +28.0% | +56.6% | +70.2% |
| All | +253.0% | +357.7% | -104.7% | +166.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling