+78.2%
AAPL vs APTV
-56.4%
+134.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.2% |
| 7D | -3.0% | -1.2% | -1.8% | -2.8% |
| 30D | +2.3% | -10.6% | +12.9% | +4.3% |
| 3M | +8.6% | -35.0% | +43.6% | +17.0% |
| 6M | +21.6% | -38.9% | +60.5% | +32.0% |
| YTD | +16.3% | -41.5% | +57.8% | +26.9% |
| 1Y | +35.1% | -45.8% | +80.9% | +49.7% |
| All | +78.2% | -56.4% | +134.6% | +85.3% |
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 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