+50.4%
AMZN vs APTV
-77.5%
+127.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | -1.7% | +4.6% | +3.5% |
| 30D | +5.0% | -11.6% | +16.5% | +9.5% |
| 3M | +0.6% | -21.2% | +21.8% | +9.1% |
| 6M | -1.3% | -28.5% | +27.2% | +8.1% |
| YTD | +15.5% | -49.1% | +64.6% | +42.9% |
| 1Y | +12.2% | -52.2% | +64.4% | +42.4% |
| 3Y | +87.0% | -48.6% | +135.6% | +117.3% |
| All | +50.4% | -77.5% | +127.9% | +134.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling