+154.5%
TRV vs APA
+177.1%
-22.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.0% | -2.6% | +0.1% |
| 7D | +0.2% | +0.3% | -0.1% | +0.1% |
| 30D | -2.3% | +9.3% | -11.6% | -3.2% |
| 3M | +22.7% | +23.3% | -0.6% | +20.1% |
| 6M | +21.9% | +39.5% | -17.5% | +17.2% |
| YTD | +27.5% | +87.6% | -60.1% | +18.4% |
| 1Y | +36.2% | +114.2% | -78.0% | +24.1% |
| 3Y | +140.6% | +13.6% | +127.0% | +131.9% |
| 5Y | +154.5% | +175.6% | -21.1% | +103.4% |
| All | +154.5% | +177.1% | -22.5% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling