+1,258.6%
APH vs TEAM
+802.8%
+455.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.2% |
| 7D | +5.0% | -0.4% | +5.4% | +5.0% |
| 30D | -3.9% | +67.3% | -71.2% | -11.2% |
| 3M | +13.0% | +86.8% | -73.8% | +2.0% |
| 6M | +25.2% | +146.8% | -121.7% | +6.3% |
| YTD | +22.9% | +16.9% | +6.0% | +17.2% |
| 1Y | +47.8% | +12.8% | +35.0% | +41.2% |
| 3Y | +283.0% | -7.3% | +290.3% | +268.5% |
| 5Y | +349.7% | -50.7% | +400.4% | +349.9% |
| 10Y | +1,061.2% | +529.8% | +531.4% | +718.9% |
| All | +1,258.6% | +802.8% | +455.8% | +838.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded TEAM 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling