+270.9%
APH vs TEAM
-13.9%
+284.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.7% |
| 7D | +4.9% | -2.4% | +7.3% | +5.0% |
| 30D | -5.4% | -26.7% | +21.3% | -4.0% |
| 3M | -5.5% | -9.6% | +4.2% | -5.3% |
| 6M | +25.9% | +86.0% | -60.1% | +17.8% |
| YTD | +16.4% | -7.5% | +23.9% | +22.4% |
| 1Y | +16.5% | -1.4% | +17.8% | +20.7% |
| 3Y | +270.9% | -14.3% | +285.2% | +286.1% |
| All | +270.9% | -13.9% | +284.7% | +286.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling