+193.5%
APTV vs TECH
+396.4%
-202.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +4.8% | +0.1% | +4.7% | +4.8% |
| 30D | +2.0% | +0.7% | +1.3% | +1.7% |
| 3M | -34.2% | +36.3% | -70.6% | -43.2% |
| 6M | -34.7% | +25.6% | -60.2% | -43.1% |
| YTD | -37.0% | +23.7% | -60.7% | -45.0% |
| 1Y | -40.4% | +37.6% | -78.0% | -51.0% |
| 3Y | -54.1% | -6.6% | -47.5% | -56.5% |
| 5Y | -68.0% | -42.2% | -25.8% | -62.8% |
| 10Y | -15.5% | +187.6% | -203.1% | -53.5% |
| All | +193.5% | +396.4% | -202.9% | +25.1% |
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