+355.9%
APH vs TEAM
-50.6%
+406.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.4% |
| 3M | +13.0% | +86.8% | -73.8% | +3.1% |
| 6M | +25.2% | +146.8% | -121.7% | +7.8% |
| YTD | +22.9% | +16.9% | +6.0% | +19.7% |
| 1Y | +47.8% | +12.8% | +35.0% | +44.2% |
| 3Y | +283.0% | -7.3% | +290.3% | +277.1% |
| All | +355.9% | -50.6% | +406.5% | +368.9% |
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