+1,459.6%
ADI vs APTV
+138.1%
+1,321.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +9.5% | -1.7% | +11.2% | +10.3% |
| 30D | -1.4% | -11.6% | +10.2% | +3.8% |
| 3M | +4.7% | -21.2% | +25.9% | +15.4% |
| 6M | -7.4% | -28.5% | +21.1% | +4.3% |
| YTD | +48.1% | -49.1% | +97.1% | +90.9% |
| 1Y | +69.6% | -52.2% | +121.8% | +124.8% |
| 3Y | +144.4% | -48.6% | +193.0% | +202.1% |
| 5Y | +134.1% | -77.3% | +211.4% | +297.8% |
| 10Y | +632.8% | -26.9% | +659.6% | +571.9% |
| All | +1,459.6% | +138.1% | +1,321.6% | +703.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling