+1,077.6%
APH vs TEAM
+772.8%
+304.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.5% | -5.9% | -8.9% |
| 7D | -12.7% | -10.2% | -2.5% | -11.5% |
| 30D | -19.2% | -5.5% | -13.6% | -18.6% |
| 3M | -16.7% | +61.7% | -78.4% | -22.9% |
| 6M | +5.1% | +98.5% | -93.3% | -6.8% |
| YTD | +6.6% | +13.0% | -6.5% | +1.7% |
| 1Y | +3.9% | +13.5% | -9.6% | -1.0% |
| 3Y | +246.0% | +3.6% | +242.4% | +226.2% |
| 5Y | +268.0% | -58.4% | +326.3% | +277.2% |
| 10Y | +868.2% | +581.4% | +286.9% | +579.5% |
| All | +1,077.6% | +772.8% | +304.8% | +714.1% |
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 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