+6,351.7%
AMD vs APTV
-28.3%
+6,380.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.5% | +14.5% | +12.7% |
| 7D | -11.0% | -10.2% | -0.8% | -6.5% |
| 30D | -30.5% | -10.8% | -19.7% | -26.7% |
| 3M | -8.2% | -14.8% | +6.6% | -2.0% |
| 6M | +6.6% | -30.6% | +37.1% | +23.8% |
| YTD | +109.7% | -48.2% | +157.8% | +174.6% |
| 1Y | +88.9% | -52.0% | +140.9% | +156.9% |
| 3Y | +301.8% | -47.0% | +348.9% | +397.7% |
| 5Y | +229.4% | -77.5% | +306.8% | +495.6% |
| All | +6,351.7% | -28.3% | +6,380.0% | +6,995.5% |
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 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