+614.2%
TEAM vs APTV
-42.8%
+657.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | -2.4% | -1.7% | -0.7% | -1.8% |
| 30D | -26.7% | -11.6% | -15.1% | -23.4% |
| 3M | -9.6% | -21.2% | +11.6% | -1.9% |
| 6M | +86.0% | -28.5% | +114.6% | +104.8% |
| YTD | -7.5% | -49.1% | +41.6% | +14.0% |
| 1Y | -1.4% | -52.2% | +50.8% | +24.3% |
| 3Y | -14.3% | -48.6% | +34.3% | +1.7% |
| 5Y | -66.3% | -77.3% | +11.0% | -49.0% |
| 10Y | +445.6% | -26.9% | +472.5% | +428.1% |
| All | +614.2% | -42.8% | +657.0% | +607.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling