+773.0%
TRGP vs ALK
-39.7%
+812.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | -5.8% | +12.9% | -18.7% | -10.4% |
| 30D | -1.5% | +5.5% | -7.0% | -4.6% |
| 3M | +6.1% | -12.1% | +18.2% | +9.5% |
| 6M | +14.4% | +1.7% | +12.7% | +7.4% |
| YTD | +55.3% | -17.4% | +72.8% | +54.3% |
| 1Y | +69.1% | -1.9% | +71.1% | +54.1% |
| 3Y | +254.3% | +21.2% | +233.0% | +156.5% |
| 5Y | +471.4% | -27.8% | +499.2% | +419.3% |
| 10Y | +773.0% | -41.0% | +814.0% | +695.4% |
| All | +773.0% | -39.7% | +812.7% | +695.4% |
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