-1.4%
TEAM vs APO
-6.0%
+4.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.3% | -2.1% |
| 7D | -2.4% | +5.8% | -8.2% | -4.2% |
| 30D | -26.7% | +8.9% | -35.6% | -29.1% |
| 3M | -9.6% | -13.6% | +4.0% | -4.1% |
| 6M | +86.0% | -5.4% | +91.4% | +90.0% |
| YTD | -7.5% | -13.6% | +6.1% | -7.8% |
| 1Y | -1.4% | -2.5% | +1.1% | -5.7% |
| All | -1.4% | -6.0% | +4.6% | -5.7% |
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