-53.8%
TEAM vs APO
+134.3%
-188.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.6% | -6.0% |
| 7D | -5.7% | +0.1% | -5.8% | -5.6% |
| 30D | +18.3% | +3.9% | +14.5% | +15.3% |
| 3M | +80.2% | +3.8% | +76.5% | +73.8% |
| 6M | +111.0% | +22.3% | +88.7% | +81.2% |
| YTD | +8.8% | -7.8% | +16.6% | +12.0% |
| 1Y | +2.2% | -0.3% | +2.5% | -1.7% |
| 3Y | -14.6% | +57.1% | -71.7% | -45.3% |
| 5Y | -53.8% | +137.0% | -190.8% | -78.7% |
| All | -53.8% | +134.3% | -188.1% | -78.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling