-45.8%
APTV vs IBB
+44.4%
-90.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.3% |
| 7D | -1.2% | -3.9% | +2.7% | +0.3% |
| 30D | -10.6% | +2.7% | -13.4% | -11.5% |
| 3M | -35.0% | +21.4% | -56.4% | -40.4% |
| 6M | -38.9% | +20.1% | -59.0% | -44.1% |
| YTD | -41.5% | +21.9% | -63.4% | -47.3% |
| 1Y | -45.8% | +44.1% | -89.9% | -56.2% |
| All | -45.8% | +44.4% | -90.2% | -56.2% |
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