-14.6%
TEAM vs APTV
-54.7%
+40.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.6% | -2.3% | -5.4% |
| 7D | -5.7% | +2.0% | -7.6% | -6.2% |
| 30D | +18.3% | -7.7% | +26.1% | +21.3% |
| 3M | +80.2% | -34.0% | +114.2% | +102.9% |
| 6M | +111.0% | -37.1% | +148.1% | +139.4% |
| YTD | +8.8% | -39.9% | +48.7% | +24.9% |
| 1Y | +2.2% | -44.4% | +46.6% | +20.6% |
| 3Y | -14.6% | -54.5% | +39.9% | +4.1% |
| All | -14.6% | -54.7% | +40.1% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling