-40.4%
APTV vs EXPD
+57.8%
-98.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +3.1% |
| 7D | +4.8% | -1.1% | +5.9% | +4.7% |
| 30D | +2.0% | +4.1% | -2.1% | +2.3% |
| 3M | -34.2% | +17.9% | -52.1% | -34.0% |
| 6M | -34.7% | +29.2% | -63.9% | -34.5% |
| YTD | -37.0% | +27.4% | -64.3% | -37.0% |
| 1Y | -40.4% | +56.8% | -97.2% | -41.3% |
| All | -40.4% | +57.8% | -98.2% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling