+178.7%
APTV vs BRKR
+309.8%
-131.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -5.0% | -8.7% | +3.6% | -1.6% |
| 30D | -6.1% | -9.9% | +3.8% | -2.5% |
| 3M | -33.0% | -3.1% | -29.9% | -32.9% |
| 6M | -35.2% | +45.5% | -80.7% | -45.3% |
| YTD | -40.1% | +13.7% | -53.8% | -44.8% |
| 1Y | -45.6% | +67.4% | -113.0% | -57.7% |
| 3Y | -54.4% | -13.2% | -41.1% | -56.6% |
| 5Y | -68.9% | -39.5% | -29.4% | -66.2% |
| 10Y | -17.2% | +153.5% | -170.7% | -49.0% |
| All | +178.7% | +309.8% | -131.1% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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