+739.5%
TRGP vs ALK
-37.5%
+777.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +7.1% | -3.7% | +0.7% |
| 7D | -7.2% | +8.9% | -16.1% | -10.5% |
| 30D | -4.2% | +5.9% | -10.1% | -7.4% |
| 3M | +7.0% | -16.5% | +23.5% | +12.5% |
| 6M | +11.2% | +2.1% | +9.1% | +4.3% |
| YTD | +51.1% | -17.1% | +68.2% | +49.9% |
| 1Y | +62.0% | -2.9% | +64.9% | +48.4% |
| 3Y | +248.2% | +24.5% | +223.7% | +148.8% |
| 5Y | +432.4% | -29.1% | +461.5% | +389.9% |
| 10Y | +739.5% | -39.1% | +778.6% | +675.8% |
| All | +739.5% | -37.5% | +777.0% | +675.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling