+651.5%
ADI vs APTV
-16.1%
+667.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +4.6% | -5.0% | +9.6% | +6.7% |
| 30D | -1.2% | -6.1% | +4.9% | +1.2% |
| 3M | -7.8% | -33.0% | +25.2% | +7.7% |
| 6M | +19.3% | -35.2% | +54.6% | +39.7% |
| YTD | +40.9% | -40.1% | +81.1% | +69.7% |
| 1Y | +54.5% | -45.6% | +100.1% | +93.8% |
| 3Y | +123.4% | -54.4% | +177.8% | +189.6% |
| 5Y | +142.3% | -68.9% | +211.2% | +257.2% |
| All | +651.5% | -16.1% | +667.6% | +671.7% |
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