-51.7%
APTV vs IBB
+38.4%
-90.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +0.3% |
| 7D | -9.8% | +2.7% | -12.5% | -10.4% |
| 30D | -8.9% | +6.3% | -15.2% | -10.4% |
| 3M | -19.5% | +11.1% | -30.5% | -22.0% |
| 6M | -31.1% | +29.2% | -60.3% | -37.7% |
| YTD | -47.5% | +30.2% | -77.8% | -53.7% |
| All | -51.7% | +38.4% | -90.0% | -59.1% |
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