+637.6%
TEAM vs APA
+30.4%
+607.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -17.2% | -8.7% | -8.5% | -16.4% |
| 30D | -25.1% | -2.4% | -22.7% | -25.0% |
| 3M | +3.9% | +19.0% | -15.1% | +1.5% |
| 6M | +69.1% | +26.8% | +42.3% | +63.5% |
| YTD | -4.5% | +87.3% | -91.8% | -12.7% |
| 1Y | -1.9% | +92.3% | -94.2% | -10.7% |
| 3Y | -9.3% | +37.3% | -46.6% | -16.1% |
| 5Y | -65.2% | +73.2% | -138.3% | -68.7% |
| 10Y | +467.0% | -0.9% | +467.8% | +405.6% |
| All | +637.6% | +30.4% | +607.2% | +500.9% |
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