-69.1%
APTV vs EXPD
+60.9%
-130.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.1% | -3.9% |
| 7D | +2.0% | -0.9% | +2.9% | +2.5% |
| 30D | -7.7% | +4.1% | -11.8% | -9.6% |
| 3M | -34.0% | +13.8% | -47.8% | -38.9% |
| 6M | -37.1% | +27.3% | -64.4% | -46.0% |
| YTD | -39.9% | +25.4% | -65.3% | -48.8% |
| 1Y | -44.4% | +54.4% | -98.8% | -59.1% |
| 3Y | -54.5% | +67.9% | -122.4% | -68.8% |
| 5Y | -69.1% | +59.2% | -128.3% | -79.2% |
| All | -69.1% | +60.9% | -130.0% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling