-40.4%
APTV vs IBB
+51.5%
-91.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.3% |
| 7D | +4.8% | +1.4% | +3.4% | +4.3% |
| 30D | +2.0% | +10.5% | -8.5% | -1.5% |
| 3M | -34.2% | +23.6% | -57.9% | -39.9% |
| 6M | -34.7% | +22.6% | -57.3% | -40.5% |
| YTD | -37.0% | +25.7% | -62.7% | -43.7% |
| 1Y | -40.4% | +51.4% | -91.8% | -51.7% |
| All | -40.4% | +51.5% | -91.9% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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