+179.9%
APTV vs GWW
+818.4%
-638.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.7% | -2.0% | -3.2% |
| 7D | +2.0% | -1.5% | +3.5% | +2.9% |
| 30D | -7.7% | +1.1% | -8.8% | -8.3% |
| 3M | -34.0% | -1.0% | -33.0% | -33.4% |
| 6M | -37.1% | +16.3% | -53.4% | -41.8% |
| YTD | -39.9% | +28.5% | -68.4% | -47.6% |
| 1Y | -44.4% | +30.3% | -74.7% | -52.0% |
| 3Y | -54.5% | +91.6% | -146.1% | -68.7% |
| 5Y | -69.1% | +224.0% | -293.1% | -84.2% |
| 10Y | -20.0% | +551.3% | -571.3% | -70.8% |
| All | +179.9% | +818.4% | -638.5% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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