+137.2%
APTV vs TECH
+399.5%
-262.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -1.7% | +0.1% | -1.9% | -1.8% |
| 30D | -11.6% | +0.5% | -12.1% | -11.8% |
| 3M | -21.2% | +1.1% | -22.3% | -21.6% |
| 6M | -28.5% | +62.8% | -91.4% | -43.1% |
| YTD | -49.1% | +24.5% | -73.5% | -55.6% |
| 1Y | -52.2% | +20.6% | -72.8% | -57.8% |
| 3Y | -48.6% | +29.5% | -78.1% | -58.5% |
| 5Y | -77.3% | -40.9% | -36.4% | -73.7% |
| 10Y | -26.9% | +189.5% | -216.4% | -59.8% |
| All | +137.2% | +399.5% | -262.3% | +0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling