-31.9%
ADSK vs APTV
-39.9%
+8.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.1% | -11.3% | -8.2% |
| 7D | -16.4% | +4.8% | -21.2% | -16.4% |
| 30D | -9.2% | +2.0% | -11.2% | -9.2% |
| 3M | -6.7% | -34.2% | +27.5% | -6.1% |
| 6M | -15.5% | -34.7% | +19.2% | -14.0% |
| YTD | -26.4% | -37.0% | +10.6% | -25.1% |
| 1Y | -31.9% | -40.4% | +8.5% | -29.7% |
| All | -31.9% | -39.9% | +8.0% | -29.7% |
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 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