-18.4%
APTV vs BIDU
-48.7%
+30.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -5.0% | -8.1% | +3.1% | -2.5% |
| 30D | -6.1% | -12.8% | +6.8% | -2.3% |
| 3M | -33.0% | -21.3% | -11.7% | -28.3% |
| 6M | -35.2% | -27.0% | -8.3% | -29.8% |
| YTD | -40.1% | -30.0% | -10.1% | -34.9% |
| 1Y | -45.6% | -18.3% | -27.3% | -44.6% |
| 3Y | -54.4% | -33.8% | -20.5% | -52.1% |
| 5Y | -68.9% | -44.3% | -24.6% | -68.2% |
| All | -18.4% | -48.7% | +30.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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