+179.9%
APTV vs BDX
+304.0%
-124.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.6% | -3.2% |
| 7D | +2.0% | -4.3% | +6.2% | +4.1% |
| 30D | -7.7% | +1.3% | -9.0% | -8.3% |
| 3M | -34.0% | +20.2% | -54.3% | -39.9% |
| 6M | -37.1% | +8.6% | -45.7% | -39.9% |
| YTD | -39.9% | +19.0% | -58.9% | -45.4% |
| 1Y | -44.4% | +21.2% | -65.6% | -50.1% |
| 3Y | -54.5% | -9.7% | -44.8% | -53.7% |
| 5Y | -69.1% | -3.4% | -65.7% | -70.2% |
| 10Y | -20.0% | +53.9% | -73.9% | -44.3% |
| All | +179.9% | +304.0% | -124.2% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling