+179.9%
APTV vs BIDU
-32.8%
+212.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -7.0% | +2.3% | -2.6% |
| 7D | +2.0% | -2.4% | +4.4% | +2.7% |
| 30D | -7.7% | -15.6% | +7.9% | -3.2% |
| 3M | -34.0% | -22.3% | -11.7% | -29.3% |
| 6M | -37.1% | -22.3% | -14.8% | -33.3% |
| YTD | -39.9% | -29.2% | -10.7% | -35.0% |
| 1Y | -44.4% | -14.8% | -29.6% | -44.1% |
| 3Y | -54.5% | -31.8% | -22.7% | -52.7% |
| 5Y | -69.1% | -43.1% | -26.0% | -68.6% |
| 10Y | -20.0% | -50.6% | +30.6% | -25.8% |
| All | +179.9% | -32.8% | +212.7% | +124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling