+475.2%
TEAM vs APD
+161.1%
+314.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.8% | -6.4% |
| 7D | -5.7% | -2.5% | -3.2% | -4.7% |
| 30D | +18.3% | -1.9% | +20.2% | +19.3% |
| 3M | +80.2% | +8.2% | +72.0% | +73.8% |
| 6M | +111.0% | +10.7% | +100.2% | +99.6% |
| YTD | +8.8% | +22.9% | -14.1% | -2.5% |
| 1Y | +2.2% | +5.8% | -3.6% | -2.5% |
| 3Y | -14.6% | +7.8% | -22.4% | -21.0% |
| 5Y | -53.8% | +26.1% | -79.9% | -61.4% |
| 10Y | +475.2% | +163.7% | +311.5% | +192.9% |
| All | +475.2% | +161.1% | +314.1% | +192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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