+607.6%
TEAM vs APA
+32.1%
+575.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.3% | -4.2% |
| 7D | -22.2% | -5.5% | -16.7% | -21.7% |
| 30D | -28.1% | -1.2% | -27.0% | -28.2% |
| 3M | -2.2% | +10.6% | -12.7% | -3.6% |
| 6M | +62.2% | +28.4% | +33.8% | +56.6% |
| YTD | -8.4% | +89.7% | -98.1% | -16.4% |
| 1Y | -6.6% | +90.6% | -97.2% | -15.0% |
| 3Y | -15.7% | +36.9% | -52.6% | -22.0% |
| 5Y | -65.7% | +83.2% | -148.9% | -69.4% |
| 10Y | +441.0% | -0.1% | +441.1% | +382.1% |
| All | +607.6% | +32.1% | +575.6% | +475.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling