+15.1%
TEAM vs APO
-5.6%
+20.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.1% | -8.7% | -3.2% |
| 7D | -13.7% | +8.2% | -21.9% | -16.3% |
| 30D | -3.4% | +6.4% | -9.9% | -5.8% |
| 3M | +72.1% | -7.4% | +79.6% | +77.8% |
| 6M | +103.8% | -4.2% | +108.0% | +106.6% |
| YTD | +17.1% | -14.1% | +31.2% | +17.8% |
| 1Y | +15.1% | -4.4% | +19.5% | +10.2% |
| All | +15.1% | -5.6% | +20.7% | +10.2% |
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