+12.8%
TEAM vs APO
+1.9%
+10.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.4% |
| 7D | -0.4% | -1.0% | +0.6% | 0.0% |
| 30D | +67.3% | +3.5% | +63.8% | +65.4% |
| 3M | +86.8% | +4.5% | +82.2% | +83.1% |
| 6M | +146.8% | +22.8% | +124.0% | +127.8% |
| YTD | +16.9% | -6.5% | +23.4% | +15.2% |
| 1Y | +12.8% | +0.8% | +12.0% | +7.3% |
| All | +12.8% | +1.9% | +10.9% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling