+76.4%
AMZN vs APTV
-56.4%
+132.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -1.2% |
| 7D | -1.0% | -1.2% | +0.1% | -0.8% |
| 30D | -9.2% | -10.6% | +1.4% | -6.9% |
| 3M | +3.4% | -35.0% | +38.4% | +13.7% |
| 6M | +18.2% | -38.9% | +57.1% | +31.3% |
| YTD | +9.3% | -41.5% | +50.9% | +22.2% |
| 1Y | +5.9% | -45.8% | +51.8% | +21.0% |
| All | +76.4% | -56.4% | +132.8% | +100.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling