+142.2%
APTV vs EIX
+169.0%
-26.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -4.3% | +1.0% | -5.3% | -4.5% |
| 30D | -9.7% | +8.9% | -18.5% | -12.3% |
| 3M | -20.6% | -9.8% | -10.8% | -19.3% |
| 6M | -31.7% | -10.2% | -21.5% | -30.7% |
| YTD | -48.0% | +5.9% | -53.9% | -50.7% |
| 1Y | -52.1% | +10.9% | -63.0% | -55.4% |
| 3Y | -47.9% | +10.2% | -58.1% | -52.5% |
| 5Y | -76.9% | +17.0% | -94.0% | -79.6% |
| 10Y | -26.7% | +35.1% | -61.8% | -40.0% |
| All | +142.2% | +169.0% | -26.8% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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