+79.3%
ADI vs APTV
-46.4%
+125.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.9% | -4.3% |
| 7D | -5.1% | -1.9% | -3.3% | -4.8% |
| 30D | -3.1% | -1.4% | -1.6% | -2.8% |
| 3M | +7.1% | -9.3% | +16.5% | +9.4% |
| 6M | +2.9% | -27.3% | +30.2% | +12.2% |
| YTD | +51.1% | -43.1% | +94.3% | +73.4% |
| 1Y | +79.3% | -46.5% | +125.8% | +113.2% |
| All | +79.3% | -46.4% | +125.7% | +113.2% |
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