-54.5%
APTV vs TECH
-0.6%
-53.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.5% | -4.6% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -7.7% | +0.1% | -7.8% | -7.7% |
| 3M | -34.0% | +37.5% | -71.5% | -40.8% |
| 6M | -37.1% | +34.6% | -71.7% | -44.4% |
| YTD | -39.9% | +23.5% | -63.4% | -45.2% |
| 1Y | -44.4% | +34.4% | -78.8% | -51.4% |
| 3Y | -54.5% | +2.3% | -56.8% | -49.8% |
| All | -54.5% | -0.6% | -53.9% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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