+282.2%
APH vs TEAM
-65.2%
+347.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -16.2% | +20.3% | +5.9% |
| 7D | -5.9% | -19.8% | +13.9% | -3.8% |
| 30D | -14.8% | -21.5% | +6.7% | -12.8% |
| 3M | -12.4% | +39.5% | -51.9% | -17.2% |
| 6M | +8.1% | +73.1% | -65.0% | -2.0% |
| YTD | +10.9% | -5.2% | +16.2% | +10.0% |
| 1Y | +8.8% | -1.6% | +10.3% | +7.0% |
| 3Y | +262.1% | -11.4% | +273.5% | +253.5% |
| All | +282.2% | -65.2% | +347.3% | +319.5% |
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