+49.9%
TRV vs APA
+107.6%
-57.8%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.9% | +10.4% | +3.2% |
| 7D | +3.9% | -13.0% | +16.8% | +3.3% |
| 30D | +13.5% | +2.0% | +11.5% | +13.4% |
| 3M | +8.9% | +24.9% | -16.0% | +10.0% |
| 6M | +36.8% | +7.2% | +29.6% | +37.0% |
| YTD | +42.7% | +87.1% | -44.4% | +45.9% |
| 1Y | +49.9% | +107.2% | -57.3% | +53.5% |
| All | +49.9% | +107.6% | -57.8% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling