+193.5%
APTV vs EXPD
+422.1%
-228.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.5% |
| 7D | +4.8% | -1.1% | +5.9% | +5.5% |
| 30D | +2.0% | +4.1% | -2.1% | -0.4% |
| 3M | -34.2% | +17.9% | -52.1% | -40.9% |
| 6M | -34.7% | +29.2% | -63.9% | -45.3% |
| YTD | -37.0% | +27.4% | -64.3% | -47.5% |
| 1Y | -40.4% | +56.8% | -97.2% | -56.9% |
| 3Y | -54.1% | +68.0% | -122.1% | -68.5% |
| 5Y | -68.0% | +61.9% | -129.9% | -78.0% |
| 10Y | -15.5% | +316.0% | -331.5% | -65.9% |
| All | +193.5% | +422.1% | -228.6% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling