+45.0%
AAPL vs APTV
-44.8%
+89.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +3.8% | -5.0% | +8.9% | +4.3% |
| 30D | +9.9% | -6.1% | +16.0% | +10.4% |
| 3M | +12.5% | -33.0% | +45.5% | +16.5% |
| 6M | +27.6% | -35.2% | +62.9% | +32.5% |
| YTD | +22.6% | -40.1% | +62.7% | +27.6% |
| 1Y | +45.0% | -45.6% | +90.6% | +51.9% |
| All | +45.0% | -44.8% | +89.8% | +51.9% |
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