+933.3%
APP vs APTV
-46.2%
+979.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.2% | +3.6% | +4.3% |
| 7D | +79.2% | -9.8% | +88.9% | +85.6% |
| 30D | +48.0% | -8.9% | +56.9% | +52.8% |
| 3M | +18.2% | -19.5% | +37.7% | +29.1% |
| 6M | -12.5% | -31.1% | +18.6% | +0.3% |
| YTD | -39.2% | -47.5% | +8.4% | -19.1% |
| 1Y | -33.9% | -52.3% | +18.4% | -7.4% |
| 3Y | +933.3% | -45.2% | +978.5% | +1,032.5% |
| All | +933.3% | -46.2% | +979.4% | +1,032.5% |
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 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