+12.8%
TEAM vs APA
+94.6%
-81.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.6% | -2.7% |
| 7D | -0.4% | +0.5% | -1.0% | -0.4% |
| 30D | +67.3% | +23.4% | +43.9% | +70.1% |
| 3M | +86.8% | +12.7% | +74.1% | +88.7% |
| 6M | +146.8% | +39.4% | +107.4% | +156.2% |
| YTD | +16.9% | +79.0% | -62.0% | +28.0% |
| 1Y | +12.8% | +88.8% | -76.0% | +26.2% |
| All | +12.8% | +94.6% | -81.9% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling