+295.9%
APP vs APTV
-77.1%
+373.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.2% | +3.6% | +4.1% |
| 7D | +79.2% | -9.8% | +88.9% | +87.9% |
| 30D | +48.0% | -8.9% | +56.9% | +54.5% |
| 3M | +18.2% | -19.5% | +37.7% | +32.6% |
| 6M | -12.5% | -31.1% | +18.6% | +4.5% |
| YTD | -39.2% | -47.5% | +8.4% | -13.6% |
| 1Y | -33.9% | -52.3% | +18.4% | 0.0% |
| 3Y | +933.3% | -45.2% | +978.5% | +1,206.6% |
| 5Y | +295.9% | -76.9% | +372.7% | +704.3% |
| All | +295.9% | -77.1% | +373.0% | +704.3% |
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