-68.8%
APTV vs BIDU
-45.6%
-23.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.2% | +3.1% |
| 7D | -1.8% | -5.2% | +3.4% | -0.4% |
| 30D | -7.9% | -14.5% | +6.6% | -4.3% |
| 3M | -29.9% | -22.9% | -7.0% | -25.3% |
| 6M | -36.6% | -27.8% | -8.8% | -31.8% |
| YTD | -40.0% | -30.7% | -9.3% | -35.2% |
| 1Y | -44.0% | -15.8% | -28.2% | -43.6% |
| 3Y | -54.5% | -33.2% | -21.3% | -52.7% |
| 5Y | -68.8% | -44.8% | -24.0% | -68.6% |
| All | -68.8% | -45.6% | -23.2% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling