+546.0%
APH vs TEAM
+802.8%
-256.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.4% | -45.4% | -47.5% |
| 7D | -48.7% | +2.1% | -50.8% | -48.7% |
| 30D | -51.9% | +67.3% | -119.2% | -55.5% |
| 3M | -43.6% | +86.8% | -130.3% | -48.9% |
| 6M | -37.5% | +146.8% | -184.4% | -46.8% |
| YTD | -38.6% | +16.9% | -55.6% | -41.3% |
| 1Y | -26.3% | +12.8% | -39.1% | -29.4% |
| 3Y | +89.2% | -7.3% | +96.5% | +82.6% |
| 5Y | +119.8% | -50.7% | +170.5% | +120.6% |
| 10Y | +454.3% | +529.8% | -75.6% | +292.0% |
| All | +546.0% | +802.8% | -256.7% | +347.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling