-69.1%
APTV vs IBB
+20.0%
-89.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.5% | -2.9% |
| 7D | +2.0% | -1.7% | +3.6% | +3.3% |
| 30D | -7.7% | +4.9% | -12.6% | -11.5% |
| 3M | -34.0% | +24.2% | -58.2% | -45.5% |
| 6M | -37.1% | +23.8% | -60.9% | -48.1% |
| YTD | -39.9% | +23.0% | -62.9% | -50.4% |
| 1Y | -44.4% | +46.2% | -90.6% | -60.8% |
| 3Y | -54.5% | +64.8% | -119.3% | -71.5% |
| 5Y | -69.1% | +20.9% | -90.0% | -79.6% |
| All | -69.1% | +20.0% | -89.1% | -79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling