+802.8%
TEAM vs APO
+1,245.9%
-443.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.4% |
| 7D | -0.4% | -1.0% | +0.6% | +0.1% |
| 30D | +67.3% | +3.5% | +63.8% | +64.7% |
| 3M | +86.8% | +4.5% | +82.2% | +81.9% |
| 6M | +146.8% | +22.8% | +124.0% | +123.6% |
| YTD | +16.9% | -6.5% | +23.4% | +18.7% |
| 1Y | +12.8% | +0.8% | +12.0% | +10.0% |
| 3Y | -7.3% | +62.0% | -69.2% | -26.5% |
| 5Y | -50.7% | +138.2% | -189.0% | -66.3% |
| 10Y | +529.8% | +940.3% | -410.4% | +158.5% |
| All | +802.8% | +1,245.9% | -443.2% | +238.0% |
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