+3.0%
TEAM vs APTV
-44.1%
+47.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.6% | +0.5% |
| 7D | -7.8% | -1.8% | -6.0% | -7.4% |
| 30D | +16.5% | -7.9% | +24.5% | +18.5% |
| 3M | +96.2% | -29.9% | +126.1% | +103.4% |
| 6M | +130.2% | -36.6% | +166.8% | +143.0% |
| YTD | +10.7% | -40.0% | +50.7% | +19.2% |
| 1Y | +3.0% | -44.0% | +47.0% | +12.7% |
| All | +3.0% | -44.1% | +47.1% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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