-53.1%
TEAM vs APTV
-69.9%
+16.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +2.0% |
| 7D | -4.7% | -1.2% | -3.5% | -4.1% |
| 30D | +17.0% | -10.6% | +27.7% | +23.2% |
| 3M | +85.9% | -35.0% | +120.9% | +124.5% |
| 6M | +116.7% | -38.9% | +155.6% | +165.0% |
| YTD | +9.6% | -41.5% | +51.1% | +35.8% |
| 1Y | -2.5% | -45.8% | +43.3% | +25.3% |
| 3Y | -14.0% | -55.7% | +41.7% | +18.8% |
| 5Y | -53.1% | -70.1% | +17.0% | -18.5% |
| All | -53.1% | -69.9% | +16.8% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling