-10.2%
ADSK vs APTV
-46.4%
+36.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.6% | +2.4% | +6.9% |
| 7D | +11.4% | -1.9% | +13.3% | +11.4% |
| 30D | +21.9% | -1.4% | +23.3% | +21.8% |
| 3M | +13.9% | -9.3% | +23.2% | +13.7% |
| 6M | +9.1% | -27.3% | +36.4% | +7.4% |
| YTD | -8.8% | -43.1% | +34.4% | -8.0% |
| 1Y | -10.2% | -46.5% | +36.3% | -8.1% |
| All | -10.2% | -46.4% | +36.1% | -8.1% |
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