+494.4%
TEAM vs APO
+945.2%
-450.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | -5.2% | -3.5% | -1.7% | -3.7% |
| 30D | +15.8% | -6.6% | +22.3% | +19.4% |
| 3M | +101.5% | -3.3% | +104.7% | +103.3% |
| 6M | +138.2% | +22.6% | +115.6% | +115.4% |
| YTD | +10.8% | -9.8% | +20.6% | +14.4% |
| 1Y | +1.7% | -3.9% | +5.6% | +1.3% |
| 3Y | -16.0% | +52.5% | -68.5% | -32.0% |
| 5Y | -52.7% | +134.0% | -186.7% | -67.6% |
| All | +494.4% | +945.2% | -450.8% | +152.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling