-70.1%
APTV vs TECH
-42.1%
-28.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | -1.2% | -0.1% | -1.1% | -1.1% |
| 30D | -10.6% | +0.3% | -10.9% | -10.7% |
| 3M | -35.0% | +32.9% | -67.9% | -42.6% |
| 6M | -38.9% | +32.1% | -71.0% | -47.3% |
| YTD | -41.5% | +23.4% | -64.9% | -48.2% |
| 1Y | -45.8% | +34.1% | -79.9% | -54.3% |
| 3Y | -55.7% | +2.2% | -57.9% | -59.1% |
| 5Y | -70.1% | -41.8% | -28.3% | -67.0% |
| All | -70.1% | -42.1% | -28.0% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling