+300.6%
APH vs TEAM
-65.3%
+365.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -1.1% |
| 7D | +0.4% | -19.7% | +20.1% | +2.6% |
| 30D | -8.0% | -26.6% | +18.6% | -5.1% |
| 3M | -5.0% | -1.1% | -3.9% | -5.8% |
| 6M | +29.9% | +74.6% | -44.7% | +17.6% |
| YTD | +18.0% | -6.0% | +23.9% | +17.0% |
| 1Y | +11.3% | -3.2% | +14.6% | +9.8% |
| 3Y | +274.9% | -13.5% | +288.5% | +267.4% |
| 5Y | +300.6% | -65.5% | +366.1% | +339.4% |
| All | +300.6% | -65.3% | +365.8% | +339.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling