+15.9%
ABNB vs APTV
-62.6%
+78.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.8% | -2.5% |
| 7D | -9.5% | -1.8% | -7.7% | -8.7% |
| 30D | -9.4% | -7.9% | -1.4% | -5.8% |
| 3M | +29.9% | -29.9% | +59.8% | +52.3% |
| 6M | +26.6% | -36.6% | +63.2% | +53.3% |
| YTD | +23.5% | -40.0% | +63.5% | +52.9% |
| 1Y | +35.8% | -44.0% | +79.9% | +73.7% |
| 3Y | +15.0% | -54.5% | +69.5% | +57.9% |
| 5Y | +1.5% | -68.8% | +70.3% | +62.4% |
| All | +15.9% | -62.6% | +78.4% | +75.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling