+2,428.0%
AMZN vs APTV
+194.6%
+2,233.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.2% | -1.1% |
| 7D | -3.0% | +4.8% | -7.8% | -4.3% |
| 30D | -5.2% | +2.0% | -7.2% | -5.9% |
| 3M | +1.9% | -34.2% | +36.1% | +14.3% |
| 6M | +19.2% | -34.7% | +53.9% | +32.5% |
| YTD | +12.0% | -37.0% | +49.0% | +25.2% |
| 1Y | +9.7% | -40.4% | +50.1% | +24.5% |
| 3Y | +87.2% | -54.1% | +141.3% | +122.4% |
| 5Y | +48.7% | -68.0% | +116.7% | +90.9% |
| 10Y | +569.3% | -15.5% | +584.9% | +496.5% |
| All | +2,428.0% | +194.6% | +2,233.4% | +1,338.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling