+502.9%
TEAM vs APA
-1.1%
+504.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.0% | -2.2% | +0.4% |
| 7D | -4.7% | +0.3% | -5.0% | -4.7% |
| 30D | +17.0% | +9.3% | +7.7% | +15.8% |
| 3M | +85.9% | +23.3% | +62.6% | +80.9% |
| 6M | +116.7% | +39.5% | +77.2% | +107.0% |
| YTD | +9.6% | +87.6% | -78.0% | +0.7% |
| 1Y | -2.5% | +114.2% | -116.8% | -12.3% |
| 3Y | -14.0% | +13.6% | -27.5% | -18.5% |
| 5Y | -53.1% | +175.6% | -228.7% | -59.0% |
| 10Y | +502.9% | -2.6% | +505.6% | +429.6% |
| All | +502.9% | -1.1% | +504.0% | +429.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling