+137.2%
APTV vs BIDU
-43.3%
+180.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.3% |
| 7D | -1.7% | -4.6% | +2.8% | -0.4% |
| 30D | -11.6% | -4.5% | -7.0% | -10.4% |
| 3M | -21.2% | -25.4% | +4.2% | -14.4% |
| 6M | -28.5% | -48.1% | +19.6% | -14.0% |
| YTD | -49.1% | -40.2% | -8.9% | -42.1% |
| 1Y | -52.2% | -35.2% | -17.0% | -47.1% |
| 3Y | -48.6% | -27.1% | -21.5% | -47.8% |
| 5Y | -77.3% | -54.2% | -23.1% | -75.3% |
| 10Y | -26.9% | -52.0% | +25.2% | -31.3% |
| All | +137.2% | -43.3% | +180.5% | +99.7% |
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