-45.2%
APTV vs IBB
+86.3%
-131.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | -0.6% |
| 7D | -9.8% | +2.7% | -12.5% | -11.3% |
| 30D | -8.9% | +6.3% | -15.2% | -12.5% |
| 3M | -19.5% | +11.1% | -30.5% | -25.4% |
| 6M | -31.1% | +29.2% | -60.3% | -43.5% |
| YTD | -47.5% | +30.2% | -77.8% | -57.6% |
| 1Y | -52.3% | +39.5% | -91.8% | -63.7% |
| 3Y | -45.2% | +92.3% | -137.5% | -71.3% |
| All | -45.2% | +86.3% | -131.5% | -71.3% |
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