-52.4%
APTV vs IBB
+68.6%
-121.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.6% |
| 7D | +4.8% | +1.4% | +3.4% | +3.8% |
| 30D | +2.0% | +10.5% | -8.5% | -5.1% |
| 3M | -34.2% | +23.6% | -57.9% | -44.1% |
| 6M | -34.7% | +22.6% | -57.3% | -44.4% |
| YTD | -37.0% | +25.7% | -62.7% | -47.7% |
| 1Y | -40.4% | +51.4% | -91.8% | -58.0% |
| All | -52.4% | +68.6% | -121.0% | -69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling