-13.0%
TEAM vs APD
+29.6%
-42.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -16.9% | +2.2% | -19.1% | -17.2% |
| 30D | -26.8% | +9.4% | -36.2% | -28.1% |
| 3M | -1.9% | +4.7% | -6.6% | -2.8% |
| 6M | +79.2% | +5.5% | +73.7% | +77.3% |
| YTD | -6.1% | +31.4% | -37.5% | -13.5% |
| 1Y | -2.1% | +24.1% | -26.2% | -8.3% |
| All | -13.0% | +29.6% | -42.6% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling