+802.8%
TEAM vs APA
+24.5%
+778.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.6% | -2.2% |
| 7D | -0.4% | +0.5% | -1.0% | -0.5% |
| 30D | +67.3% | +23.4% | +43.9% | +63.2% |
| 3M | +86.8% | +12.7% | +74.1% | +83.6% |
| 6M | +146.8% | +39.4% | +107.4% | +135.4% |
| YTD | +16.9% | +79.0% | -62.0% | +7.7% |
| 1Y | +12.8% | +88.8% | -76.0% | +2.6% |
| 3Y | -7.3% | +6.4% | -13.6% | -11.5% |
| 5Y | -50.7% | +153.0% | -203.7% | -57.0% |
| 10Y | +529.8% | +7.5% | +522.3% | +450.2% |
| All | +802.8% | +24.5% | +778.2% | +641.2% |
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 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