-46.5%
APTV vs BDX
+54.0%
-100.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.6% | -0.9% | +2.9% |
| 7D | -1.9% | +7.2% | -9.0% | -3.9% |
| 30D | -1.4% | +15.8% | -17.2% | -5.6% |
| 3M | -9.3% | +23.7% | -33.0% | -14.7% |
| 6M | -27.3% | +44.8% | -72.2% | -35.1% |
| YTD | -43.1% | +39.8% | -82.9% | -49.0% |
| 1Y | -46.5% | +52.3% | -98.8% | -53.2% |
| All | -46.5% | +54.0% | -100.5% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling