-53.8%
TEAM vs APA
+156.3%
-210.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.8% | -8.8% | -7.3% |
| 7D | -5.7% | -1.7% | -4.0% | -5.4% |
| 30D | +18.3% | +15.7% | +2.6% | +14.8% |
| 3M | +80.2% | +16.5% | +63.8% | +73.9% |
| 6M | +111.0% | +35.1% | +75.9% | +95.4% |
| YTD | +8.8% | +82.2% | -73.4% | -6.3% |
| 1Y | +2.2% | +102.5% | -100.3% | -15.2% |
| 3Y | -14.6% | +10.3% | -24.9% | -21.1% |
| 5Y | -53.8% | +166.1% | -219.9% | -60.0% |
| All | -53.8% | +156.3% | -210.1% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling