+637.6%
TEAM vs APO
+1,130.4%
-492.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -1.2% |
| 7D | -17.2% | +2.3% | -19.5% | -18.3% |
| 30D | -25.1% | +3.0% | -28.1% | -26.5% |
| 3M | +3.9% | -3.7% | +7.6% | +4.9% |
| 6M | +69.1% | -7.5% | +76.6% | +72.6% |
| YTD | -4.5% | -14.5% | +10.1% | +0.2% |
| 1Y | -1.9% | -6.2% | +4.3% | -1.4% |
| 3Y | -9.3% | +51.9% | -61.2% | -26.4% |
| 5Y | -65.2% | +76.5% | -141.6% | -74.0% |
| 10Y | +467.0% | +895.2% | -428.3% | +137.4% |
| All | +637.6% | +1,130.4% | -492.8% | +185.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling