+378.5%
APP vs APTV
-67.9%
+446.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.6% | +2.0% | +0.1% |
| 7D | +0.1% | +2.0% | -1.9% | -1.2% |
| 30D | -10.0% | -7.7% | -2.3% | -5.8% |
| 3M | -44.6% | -34.0% | -10.6% | -30.2% |
| 6M | -37.9% | -37.1% | -0.8% | -20.9% |
| YTD | -53.7% | -39.9% | -13.8% | -39.4% |
| 1Y | -43.0% | -44.4% | +1.5% | -21.9% |
| 3Y | +640.8% | -54.5% | +695.3% | +992.8% |
| 5Y | +358.8% | -69.1% | +427.9% | +684.6% |
| All | +378.5% | -67.9% | +446.4% | +694.7% |
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