-70.1%
APTV vs PODD
-54.3%
-15.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.4% | -1.9% |
| 7D | -1.2% | -6.9% | +5.7% | +0.7% |
| 30D | -10.6% | -3.5% | -7.2% | -9.9% |
| 3M | -35.0% | -13.6% | -21.4% | -33.2% |
| 6M | -38.9% | -42.6% | +3.7% | -30.1% |
| YTD | -41.5% | -51.5% | +10.0% | -30.0% |
| 1Y | -45.8% | -60.9% | +15.1% | -31.2% |
| 3Y | -55.7% | -19.8% | -35.9% | -56.6% |
| 5Y | -70.1% | -54.4% | -15.7% | -66.4% |
| All | -70.1% | -54.3% | -15.8% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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