-48.6%
APTV vs EXPD
+75.3%
-123.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | -1.7% | +5.5% | -7.3% | -3.6% |
| 30D | -11.6% | -0.8% | -10.8% | -11.5% |
| 3M | -21.2% | +4.1% | -25.3% | -22.5% |
| 6M | -28.5% | +25.7% | -54.2% | -35.2% |
| YTD | -49.1% | +31.4% | -80.5% | -55.6% |
| 1Y | -52.2% | +42.2% | -94.4% | -60.4% |
| 3Y | -48.6% | +77.2% | -125.8% | -65.9% |
| All | -48.6% | +75.3% | -123.9% | -65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling