+9.4%
AMZN vs APTV
-44.1%
+53.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.5% |
| 7D | -2.7% | -1.8% | -0.9% | -2.5% |
| 30D | -7.5% | -7.9% | +0.4% | -6.6% |
| 3M | +5.8% | -29.9% | +35.8% | +10.2% |
| 6M | +17.5% | -36.6% | +54.1% | +24.5% |
| YTD | +9.1% | -40.0% | +49.1% | +15.4% |
| 1Y | +9.4% | -44.0% | +53.4% | +19.5% |
| All | +9.4% | -44.1% | +53.5% | +19.5% |
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 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