+142.2%
APTV vs IBB
+620.5%
-478.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.1% |
| 7D | -4.3% | +0.8% | -5.1% | -4.8% |
| 30D | -9.7% | +5.2% | -14.8% | -12.7% |
| 3M | -20.6% | +8.6% | -29.1% | -25.3% |
| 6M | -31.7% | +27.8% | -59.5% | -42.8% |
| YTD | -48.0% | +28.8% | -76.8% | -56.9% |
| 1Y | -52.1% | +36.4% | -88.5% | -61.8% |
| 3Y | -47.9% | +89.3% | -137.2% | -66.6% |
| 5Y | -76.9% | +43.3% | -120.2% | -82.3% |
| 10Y | -26.7% | +130.6% | -157.4% | -56.9% |
| All | +142.2% | +620.5% | -478.3% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling